WCM Investment Management Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return5.680.6531.29-7.32--
    Category Average0.97-2.4431.23-14.155.63
    Assets for Each Yr*1.942.965.326.076.07
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.32 6.99 5.21

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,071 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
    01-18-19

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 6.69 4.18
    Experian PLC* Industrials 2.41 3.70
    Mettler-Toledo International Inc* Healthcare 6.46 3.14
    Core Laboratories NV* Energy 18.17 1.84
    Costco Wholesale Corp* Consumer Defensive 4.85 0.05
    West Pharmaceutical Services Inc* Healthcare 7.37 0.04
    First Republic Bank* Financial Services 10.49 0.04
    Amphenol Corp Class A* Technology 1.81 0.04
    Ecolab Inc* Basic Materials 4.85 0.04
    The Cooper Companies Inc* Healthcare 5.96 0.04
    STERIS PLC* Healthcare 5.57 0.04
    Boston Scientific Corp* Healthcare 6.65 0.04
    Amazon.com Inc* Consumer Cyclical 12.93 0.03
    Stryker Corp* Healthcare 6.89 0.03
    Crown Castle International Corp* RealEstate -0.94 0.03
    Charles Schwab Corp* Financial Services 15.53 0.02
    Schlumberger Ltd* Energy 23.97 0.02
    Illumina Inc* Healthcare 4.27 0.02
    Activision Blizzard Inc* Technology 4.47 0.02
    Sherwin-Williams Co* Basic Materials 1.29 0.02

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 7.60
    WCM Focused Global G Sanjay Ayer 5.60
    WCM Focused Emerging Sanjay Ayer 3.60
    WCM International Sm Sanjay Ayer 3.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.10
    WCM Focused Emerging Sanjay Ayer 3.60
    WCM Focused Global G Sanjay Ayer 5.60
    WCM Focused Internat Paul Russell Black 7.60