WCM Investment Management Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.6515.27
    Category Average17.90-4.020.97-2.4413.26
    Assets for Each Yr*0.480.911.942.963.83
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 15.27 6.66 9.06

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,827 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 5.0 100.00 0.82 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 5.95 3.79
    Core Laboratories NV* Energy -13.52 3.17
    Icon PLC* Healthcare 21.98 2.26
    Lazard Ltd Shs A* Financial Services 14.26 2.17
    Pricesmart Inc* Consumer Defensive 5.93 0.02
    TD Ameritrade Holding Corp* Financial Services -12.22 0.02
    Cerner Corp* Technology 37.11 0.01
    Amazon.com Inc* Consumer Cyclical 32.79 0.01
    Visa Inc Class A* Financial Services 21.76 0.01
    Verisk Analytics Inc* Industrials -0.76 0.01
    Under Armour Inc C* Consumer Cyclical -28.21 0.01
    Tyler Technologies Inc* Technology 19.42 0.01
    Facebook Inc A* Technology 32.23 0.01
    Edwards Lifesciences Corp* Healthcare 21.93 0.01
    Ecolab Inc* Basic Materials 12.33 0.01
    TripAdvisor Inc* Consumer Cyclical -15.74 0.01
    Tractor Supply Co* Consumer Cyclical -26.94 0.01
    The Cooper Companies Inc* Healthcare 24.33 0.01
    Quintiles IMS Holdings Inc* Healthcare 13.11 0.01
    Praxair Inc* Basic Materials 13.28 0.01

    Best 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 11 --

    Worst 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 11 --

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 6.00
    WCM Focused Emerging Sanjay Ayer 3.90
    WCM Focused Global G Sanjay Ayer 3.90
    WCM International Sm Sanjay Ayer 1.50

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 1.50
    WCM Focused Emerging Sanjay Ayer 3.90
    WCM Focused Global G Sanjay Ayer 3.90
    WCM Focused Internat Paul Russell Black 6.00