WCM Investment Management Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.6529.41
    Category Average17.90-4.020.97-2.4429.22
    Assets for Each Yr*0.480.911.942.965.12
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 29.41 10.43 11.31

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,122 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.9 100.00 0.53 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 32.50 3.59
    Icon PLC* Healthcare 51.60 2.36
    Core Laboratories NV* Energy -16.45 2.29
    Ferrari NV* Consumer Cyclical 80.72 2.18
    Tractor Supply Co* Consumer Cyclical -8.36 0.01
    The Cooper Companies Inc* Healthcare 31.12 0.01
    Globant SA* Technology 27.05 0.01
    Boston Scientific Corp* Healthcare 19.19 0.01
    Tyler Technologies Inc* Technology 26.84 0.01
    Facebook Inc A* Technology 56.61 0.01
    Edwards Lifesciences Corp* Healthcare 21.90 0.01
    Ecolab Inc* Basic Materials 16.28 0.01
    Cerner Corp* Technology 46.55 0.01
    Amazon.com Inc* Consumer Cyclical 57.25 0.01
    Agilent Technologies Inc* Healthcare 49.27 0.01
    Visa Inc Class A* Financial Services 46.77 0.01
    Verisk Analytics Inc* Industrials 17.04 0.01
    First Republic Bank* Financial Services -4.23 0.01
    Crown Castle International Corp* Communication Services 32.02 0.01
    Costco Wholesale Corp* Consumer Defensive 25.96 0.01

    Best 5-Year Relative Performance | More
    12-15-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 13 --

    Worst 5-Year Relative Performance | More
    12-15-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 13 --

    Lowest Expenses | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 6.50
    WCM Focused Emerging Sanjay Ayer 4.50
    WCM Focused Global G Sanjay Ayer 4.50
    WCM International Sm Sanjay Ayer 2.00

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 2.00
    WCM Focused Emerging Sanjay Ayer 4.50
    WCM Focused Global G Sanjay Ayer 4.50
    WCM Focused Internat Paul Russell Black 6.50