WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return-0.385.680.6531.292.66
    Category Average-4.020.97-2.4431.23-0.59
    Assets for Each Yr*0.911.942.965.326.01
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.66 10.55 10.35

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,008 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.9 100.00 0.90 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 10.67 3.80
    Ferrari NV* Consumer Cyclical 36.76 2.29
    Boston Scientific Corp* Healthcare 34.53 0.02
    Amphenol Corp Class A* Technology 1.51 0.02
    Amazon.com Inc* Consumer Cyclical 55.03 0.02
    Ecolab Inc* Basic Materials 7.30 0.02
    Tractor Supply Co* Consumer Cyclical 5.44 0.02
    The Cooper Companies Inc* Healthcare 13.43 0.02
    Stryker Corp* Healthcare 13.17 0.02
    First Republic Bank* Financial Services 13.22 0.02
    Visa Inc Class A* Financial Services 22.65 0.02
    Tyler Technologies Inc* Technology 33.21 0.01
    Schlumberger Ltd* Energy 2.51 0.01
    Edwards Lifesciences Corp* Healthcare 31.43 0.01
    Cerner Corp* Technology -8.78 0.01
    Agilent Technologies Inc* Healthcare -4.92 0.01
    Activision Blizzard Inc* Technology 29.25 0.01

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 7.10
    WCM Focused Global G Sanjay Ayer 5.00
    WCM Focused Emerging Sanjay Ayer 3.00
    WCM International Sm Sanjay Ayer 2.60

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 2.60
    WCM Focused Emerging Sanjay Ayer 3.00
    WCM Focused Global G Sanjay Ayer 5.00
    WCM Focused Internat Paul Russell Black 7.10