WCM Investment Management Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return5.680.6531.29-7.329.29
    Category Average0.97-2.4431.23-14.1510.78
    Assets for Each Yr*1.942.965.326.076.95
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.29 12.41 6.89

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,954 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 5.0 100.00 0.90 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 17.86 4.18
    Experian PLC* Industrials 10.73 3.70
    Mettler-Toledo International Inc* Healthcare 26.55 3.14
    Icon PLC* Healthcare 4.46 2.95
    Core Laboratories NV* Energy 20.80 1.84
    Ecolab Inc* Basic Materials 19.11 0.04
    Amphenol Corp Class A* Technology 18.42 0.04
    Stryker Corp* Healthcare 25.12 0.03
    Sherwin-Williams Co* Basic Materials 9.64 0.02
    Schlumberger Ltd* Energy 21.26 0.02
    Illumina Inc* Healthcare 3.59 0.02
    Graco Inc* Industrials 16.06 0.02

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 7.80
    WCM Focused Global G Sanjay Ayer 5.70
    WCM Focused Emerging Sanjay Ayer 3.70
    WCM International Sm Sanjay Ayer 3.30

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.30
    WCM Focused Emerging Sanjay Ayer 3.70
    WCM Focused Global G Sanjay Ayer 5.70
    WCM Focused Internat Paul Russell Black 7.80