WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return5.680.6531.29-7.3224.53
    Category Average0.97-2.4431.23-14.1515.65
    Assets for Each Yr*1.942.965.326.079.73
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 24.53 12.57 9.16

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,727 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 5.0 100.00 0.89 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 8.30
    WCM Focused Global G Sanjay Ayer 6.20
    WCM Focused Emerging Sanjay Ayer 4.20
    WCM International Sm Sanjay Ayer 3.80

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.80
    WCM Focused Emerging Sanjay Ayer 4.20
    WCM Focused Global G Sanjay Ayer 6.20
    WCM Focused Internat Paul Russell Black 8.30