WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return5.680.6531.29-7.3216.42
    Category Average0.97-2.4431.23-14.1511.44
    Assets for Each Yr*1.942.965.326.078.03
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.42 11.76 8.08

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,030 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 5.0 100.00 0.90 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Accenture PLC Class A* Technology 31.88 3.87
    Experian PLC* Industrials 27.40 3.84
    STERIS Ltd* Healthcare 34.39 0.04
    Ecolab Inc* Basic Materials 28.88 0.03
    Graco Inc* Industrials 19.43 0.02
    Globant SA* Technology 80.72 0.01

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 8.10
    WCM Focused Global G Sanjay Ayer 6.00
    WCM Focused Emerging Sanjay Ayer 4.00
    WCM International Sm Sanjay Ayer 3.60

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 3.60
    WCM Focused Emerging Sanjay Ayer 4.00
    WCM Focused Global G Sanjay Ayer 6.00
    WCM Focused Internat Paul Russell Black 8.10