WCM Investment Management Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return-0.385.680.6531.291.27
    Category Average-4.020.97-2.4431.230.44
    Assets for Each Yr*0.911.942.965.325.81
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.27 8.90 9.04

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,806 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 100.00 0.53 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 2.32 3.87
    Core Laboratories NV* Energy 17.22 2.25
    Ferrari NV* Consumer Cyclical 26.41 2.13
    Icon PLC* Healthcare 12.12 2.13
    Costco Wholesale Corp* Consumer Defensive 7.47 0.02
    Visa Inc Class A* Financial Services 14.32 0.02
    Tyler Technologies Inc* Technology 28.64 0.01
    Stryker Corp* Healthcare 11.91 0.01
    Facebook Inc A* Technology 3.52 0.01
    Edwards Lifesciences Corp* Healthcare 20.62 0.01
    Ecolab Inc* Basic Materials 10.48 0.01
    Cerner Corp* Technology -8.98 0.01
    Amazon.com Inc* Consumer Cyclical 34.62 0.01
    Agilent Technologies Inc* Healthcare -3.73 0.01
    Boston Scientific Corp* Healthcare 22.83 0.01
    Tractor Supply Co* Consumer Cyclical -2.22 0.01
    The Cooper Companies Inc* Healthcare 7.10 0.01
    West Pharmaceutical Services Inc* Healthcare -9.29 0.01
    Luxoft Holding Inc A* Technology -24.78 0.01
    First Republic Bank* Financial Services 13.55 0.01

    Best 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 12 --

    Worst 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 12 --

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 7.00
    WCM Focused Emerging Sanjay Ayer 4.90
    WCM Focused Global G Sanjay Ayer 4.90
    WCM International Sm Sanjay Ayer 2.50

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 2.50
    WCM Focused Emerging Sanjay Ayer 4.90
    WCM Focused Global G Sanjay Ayer 4.90
    WCM Focused Internat Paul Russell Black 7.00