WCM Investment Management Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return5.680.6531.29-7.3223.85
    Category Average0.97-2.4431.23-14.1517.19
    Assets for Each Yr*1.942.965.326.079.37
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 23.85 11.92 9.47

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,370 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 5.0 100.00 0.89 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Mettler-Toledo International Inc* Healthcare 21.99 3.68
    ResMed Inc* Healthcare 19.20 2.71
    Icon PLC* Healthcare 20.76 1.59
    First Republic Bank* Financial Services 8.58 0.04
    Steris PLC* Healthcare 46.07 0.04
    Stryker Corp* Healthcare 40.45 0.03
    Ansys Inc* Technology 49.31 0.03
    Crown Castle International Corp* RealEstate 32.74 0.03
    Charles Schwab Corp* Financial Services -8.04 0.02
    EPAM Systems Inc* Technology 63.44 0.01

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 8.20
    WCM Focused Global G Sanjay Ayer 6.10
    WCM Focused Emerging Sanjay Ayer 4.10
    WCM International Sm Sanjay Ayer 3.70

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.70
    WCM Focused Emerging Sanjay Ayer 4.10
    WCM Focused Global G Sanjay Ayer 6.10
    WCM Focused Internat Paul Russell Black 8.20