WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return5.680.6531.29-7.3223.85
    Category Average0.97-2.4431.23-14.1517.19
    Assets for Each Yr*1.942.965.326.079.37
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 23.85 11.92 9.47

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,370 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
    08-23-19

      Sector YTD Return % % Net Assets  
    Mettler-Toledo International Inc* Healthcare 13.66 3.68
    ResMed Inc* Healthcare 17.07 2.71
    Icon PLC* Healthcare 18.73 1.59
    Costco Wholesale Corp* Consumer Defensive 35.11 0.05
    Visa Inc Class A* Financial Services 33.38 0.05
    Steris PLC* Healthcare 39.58 0.04
    Boston Scientific Corp* Healthcare 16.50 0.04
    Agilent Technologies Inc* Healthcare 3.58 0.03
    Graco Inc* Industrials 6.59 0.02
    Globant SA* Technology 69.21 0.01
    Elastic NV* Technology 12.55 0.00

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 8.20
    WCM Focused Global G Sanjay Ayer 6.20
    WCM Focused Emerging Sanjay Ayer 4.20
    WCM International Sm Sanjay Ayer 3.70

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.70
    WCM Focused Emerging Sanjay Ayer 4.20
    WCM Focused Global G Sanjay Ayer 6.20
    WCM Focused Internat Paul Russell Black 8.20