WCM Investment Management Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return-0.385.680.6531.295.69
    Category Average-4.020.97-2.4431.230.26
    Assets for Each Yr*0.911.942.965.326.52
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 5.69 13.45 10.74

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,518 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
    09-19-18

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 13.97 3.80
    Crown Castle International Corp* RealEstate 3.57 0.02
    Costco Wholesale Corp* Consumer Defensive 26.53 0.02
    Stryker Corp* Healthcare 12.68 0.02
    Schlumberger Ltd* Energy -6.91 0.01
    Agilent Technologies Inc* Healthcare 4.31 0.01

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 7.30
    WCM Focused Global G Sanjay Ayer 5.20
    WCM Focused Emerging Sanjay Ayer 3.20
    WCM International Sm Sanjay Ayer 2.80

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 2.80
    WCM Focused Emerging Sanjay Ayer 3.20
    WCM Focused Global G Sanjay Ayer 5.20
    WCM Focused Internat Paul Russell Black 7.30