WCM Investment Management Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.6528.31
    Category Average17.90-4.020.97-2.4428.18
    Assets for Each Yr*0.480.911.942.965.02
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 28.31 10.35 11.54

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,023 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
    11-16-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 27.70 3.59
    Icon PLC* Healthcare 53.83 2.36
    Core Laboratories NV* Energy -14.84 2.29
    Ferrari NV* Consumer Cyclical 90.42 2.18
    Tractor Supply Co* Consumer Cyclical -15.47 0.01
    The Cooper Companies Inc* Healthcare 36.92 0.01
    Globant SA* Technology 7.38 0.01
    Boston Scientific Corp* Healthcare 30.74 0.01
    Tyler Technologies Inc* Technology 21.69 0.01
    Quintiles IMS Holdings Inc* Healthcare 37.33 0.01
    Facebook Inc A* Technology 56.10 0.01
    Edwards Lifesciences Corp* Healthcare 14.30 0.01
    Ecolab Inc* Basic Materials 13.55 0.01
    Cerner Corp* Technology 38.36 0.01
    Amazon.com Inc* Consumer Cyclical 51.66 0.01
    Agilent Technologies Inc* Healthcare 51.75 0.01
    Visa Inc Class A* Financial Services 43.18 0.01
    Verisk Analytics Inc* Industrials 11.89 0.01
    First Republic Bank* Financial Services 0.03 0.01
    Crown Castle International Corp* Communication Services 31.35 0.01

    Best 5-Year Relative Performance | More
    11-16-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 12 --

    Worst 5-Year Relative Performance | More
    11-16-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 12 --

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 6.50
    WCM Focused Emerging Sanjay Ayer 4.40
    WCM Focused Global G Sanjay Ayer 4.40
    WCM International Sm Sanjay Ayer 2.00

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 2.00
    WCM Focused Emerging Sanjay Ayer 4.40
    WCM Focused Global G Sanjay Ayer 4.40
    WCM Focused Internat Paul Russell Black 6.50