WCM Investment Management Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return-0.385.680.6531.29--
    Category Average-4.020.97-2.4431.234.14
    Assets for Each Yr*0.911.942.965.325.32
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 31.28 11.77 11.10

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,316 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 5.0 100.00 0.53 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 3.18 3.59
    Icon PLC* Healthcare 0.12 2.36
    Core Laboratories NV* Energy 7.53 2.29
    Ferrari NV* Consumer Cyclical 12.13 2.18
    Tractor Supply Co* Consumer Cyclical 5.93 0.01
    The Cooper Companies Inc* Healthcare 6.00 0.01
    Globant SA* Technology 3.62 0.01
    Boston Scientific Corp* Healthcare 8.83 0.01
    Tyler Technologies Inc* Technology 7.11 0.01
    Facebook Inc A* Technology 1.09 0.01
    Edwards Lifesciences Corp* Healthcare 6.53 0.01
    Ecolab Inc* Basic Materials 2.12 0.01
    Cerner Corp* Technology 4.79 0.01
    Amazon.com Inc* Consumer Cyclical 11.58 0.01
    Agilent Technologies Inc* Healthcare 6.36 0.01
    Visa Inc Class A* Financial Services 5.59 0.01
    Verisk Analytics Inc* Industrials 1.25 0.01
    First Republic Bank* Financial Services 0.76 0.01
    Crown Castle International Corp* RealEstate -5.13 0.01
    Costco Wholesale Corp* Consumer Defensive 2.91 0.01

    Best 5-Year Relative Performance | More
    01-16-18

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 15 --

    Worst 5-Year Relative Performance | More
    01-16-18

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 15 --

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 6.60
    WCM Focused Emerging Sanjay Ayer 4.60
    WCM Focused Global G Sanjay Ayer 4.60
    WCM International Sm Sanjay Ayer 2.10

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 2.10
    WCM Focused Emerging Sanjay Ayer 4.60
    WCM Focused Global G Sanjay Ayer 4.60
    WCM Focused Internat Paul Russell Black 6.60