WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.6523.93
    Category Average17.90-4.020.97-2.4423.27
    Assets for Each Yr*0.480.911.942.964.58
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 23.93 8.22 11.37

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,584 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.9 100.00 0.53 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-18-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 17.95 3.59
    Core Laboratories NV* Energy -16.95 2.67
    Icon PLC* Healthcare 50.78 2.01
    Lazard Ltd Shs A* Financial Services 9.15 0.27
    Schlumberger Ltd* Energy -17.37 0.01
    Brown-Forman Corp Class B* Consumer Defensive 21.94 0.01
    Amphenol Corp Class A* Technology 23.97 0.01
    First Republic Bank* Financial Services 6.41 0.01
    Crown Castle International Corp* Communication Services 23.71 0.01
    Costco Wholesale Corp* Consumer Defensive 5.78 0.01
    Charles Schwab Corp* Financial Services 3.60 0.01
    Cerner Corp* Technology 46.30 0.01
    Amazon.com Inc* Consumer Cyclical 29.91 0.01
    Visa Inc Class A* Financial Services 35.00 0.01
    Verisk Analytics Inc* Industrials 0.74 0.01
    Under Armour Inc C* Consumer Cyclical -35.88 0.01
    Tyler Technologies Inc* Technology 19.16 0.01
    Facebook Inc A* Technology 47.77 0.01
    Edwards Lifesciences Corp* Healthcare 20.27 0.01
    Ecolab Inc* Basic Materials 12.30 0.01

    Best 5-Year Relative Performance | More
    09-18-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 14 --

    Worst 5-Year Relative Performance | More
    09-18-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 14 --

    Lowest Expenses | More
    09-18-17

    Highest Expenses | More
    09-18-17

    Longest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 6.30
    WCM Focused Emerging Sanjay Ayer 4.20
    WCM Focused Global G Sanjay Ayer 4.20
    WCM International Sm Sanjay Ayer 1.80

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 1.80
    WCM Focused Emerging Sanjay Ayer 4.20
    WCM Focused Global G Sanjay Ayer 4.20
    WCM Focused Internat Paul Russell Black 6.30