WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.656.63
    Category Average17.90-4.020.97-2.445.48
    Assets for Each Yr*0.480.911.942.963.33
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 6.63 3.81 7.15

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,333 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.9 100.00 0.82 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 1.58 2.96
    Core Laboratories NV* Energy -8.74 2.67
    Icon PLC* Healthcare 4.97 2.19
    Lazard Ltd Shs A* Financial Services 13.39 1.89
    Kansas City Southern* Industrials -2.22 0.03
    Pricesmart Inc* Consumer Defensive 10.12 0.02
    Luxoft Holding Inc A* Technology 7.47 0.01
    Globant SA* Technology 8.28 0.01
    Boston Scientific Corp* Healthcare 12.44 0.00
    TripAdvisor Inc* Consumer Cyclical -7.94 0.00
    Tractor Supply Co* Consumer Cyclical -8.64 0.00
    The Cooper Companies Inc* Healthcare 14.23 0.00
    Quintiles IMS Holdings Inc* Healthcare 2.55 0.00
    Praxair Inc* Basic Materials 0.01 0.00
    Nike Inc B* Consumer Cyclical 11.23 0.00
    Cerner Corp* Technology 21.95 0.00
    Amazon.com Inc* Consumer Cyclical 12.77 0.00
    Visa Inc Class A* Financial Services 14.53 0.00
    Verisk Analytics Inc* Industrials -1.80 0.00
    Tyler Technologies Inc* Technology 8.20 0.00

    Best 5-Year Relative Performance | More
    03-24-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 9 --

    Worst 5-Year Relative Performance | More
    03-24-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 9 --

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 5.80
    WCM Focused Emerging Sanjay Ayer 3.70
    WCM Focused Global G Sanjay Ayer 3.70
    WCM International Sm Sanjay Ayer 1.30

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 1.30
    WCM Focused Emerging Sanjay Ayer 3.70
    WCM Focused Global G Sanjay Ayer 3.70
    WCM Focused Internat Paul Russell Black 5.80