WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return-0.385.680.6531.29-4.74
    Category Average-4.020.97-2.4431.23-9.86
    Assets for Each Yr*0.911.942.965.326.30
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -4.74 8.07 6.32

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,295 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
    11-13-18

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 7.28 3.90
    Experian PLC* Industrials 8.88 3.65
    Mettler-Toledo International Inc* Healthcare -4.89 2.09
    Ferrari NV* Consumer Cyclical 5.38 0.25
    Costco Wholesale Corp* Consumer Defensive 26.99 0.03
    First Republic Bank* Financial Services 8.67 0.02
    STERIS PLC* Healthcare 36.62 0.02
    Amazon.com Inc* Consumer Cyclical 39.48 0.02
    Tyler Technologies Inc* Technology 5.77 0.02
    Stryker Corp* Healthcare 9.29 0.02
    Sherwin-Williams Co* Basic Materials 2.27 0.01
    Charles Schwab Corp* Financial Services -7.51 0.01
    Activision Blizzard Inc* Technology -16.47 0.01

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 7.50
    WCM Focused Global G Sanjay Ayer 5.40
    WCM Focused Emerging Sanjay Ayer 3.40
    WCM International Sm Sanjay Ayer 3.00

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.00
    WCM Focused Emerging Sanjay Ayer 3.40
    WCM Focused Global G Sanjay Ayer 5.40
    WCM Focused Internat Paul Russell Black 7.50