WCM Investment Management Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.6510.61
    Category Average17.90-4.020.97-2.449.20
    Assets for Each Yr*0.480.911.942.963.54
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 10.61 5.08 7.63

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,540 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.9 100.00 0.82 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 3.90 3.79
    Core Laboratories NV* Energy -6.07 3.17
    Icon PLC* Healthcare 10.60 2.26
    Lazard Ltd Shs A* Financial Services 8.91 2.17
    Pricesmart Inc* Consumer Defensive 4.55 0.02
    TD Ameritrade Holding Corp* Financial Services -11.67 0.02
    Cerner Corp* Technology 26.79 0.01
    Amazon.com Inc* Consumer Cyclical 22.47 0.01
    Visa Inc Class A* Financial Services 17.62 0.01
    Verisk Analytics Inc* Industrials 2.44 0.01
    Under Armour Inc C* Consumer Cyclical -21.26 0.01
    Tyler Technologies Inc* Technology 16.92 0.01
    Facebook Inc A* Technology 28.38 0.01
    Edwards Lifesciences Corp* Healthcare 17.04 0.01
    Ecolab Inc* Basic Materials 10.68 0.01
    TripAdvisor Inc* Consumer Cyclical -2.74 0.01
    Tractor Supply Co* Consumer Cyclical -17.68 0.01
    The Cooper Companies Inc* Healthcare 13.99 0.01
    Quintiles IMS Holdings Inc* Healthcare 10.03 0.01
    Praxair Inc* Basic Materials 7.75 0.01

    Best 5-Year Relative Performance | More
    04-27-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 6 --

    Worst 5-Year Relative Performance | More
    04-27-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 6 --

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 5.90
    WCM Focused Emerging Sanjay Ayer 3.80
    WCM Focused Global G Sanjay Ayer 3.80
    WCM International Sm Sanjay Ayer 1.40

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 1.40
    WCM Focused Emerging Sanjay Ayer 3.80
    WCM Focused Global G Sanjay Ayer 3.80
    WCM Focused Internat Paul Russell Black 5.90