WCM Investment Management Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return21.70-0.385.680.6519.92
    Category Average17.90-4.020.97-2.4417.85
    Assets for Each Yr*0.480.911.942.964.11
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 19.92 7.68 11.76

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,107 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
    06-22-17

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 5.26 3.79
    Core Laboratories NV* Energy -16.57 3.17
    Icon PLC* Healthcare 28.50 2.26
    Lazard Ltd Shs A* Financial Services 15.67 2.17
    Pricesmart Inc* Consumer Defensive 3.41 0.02
    TD Ameritrade Holding Corp* Financial Services -6.06 0.02
    Cerner Corp* Technology 42.16 0.01
    Amazon.com Inc* Consumer Cyclical 33.53 0.01
    Visa Inc Class A* Financial Services 20.84 0.01
    Verisk Analytics Inc* Industrials 2.29 0.01
    Under Armour Inc C* Consumer Cyclical -23.56 0.01
    Tyler Technologies Inc* Technology 21.87 0.01
    Facebook Inc A* Technology 33.33 0.01
    Edwards Lifesciences Corp* Healthcare 26.50 0.01
    Ecolab Inc* Basic Materials 12.97 0.01
    TripAdvisor Inc* Consumer Cyclical -22.92 0.01
    Tractor Supply Co* Consumer Cyclical -30.04 0.01
    The Cooper Companies Inc* Healthcare 40.11 0.01
    Quintiles IMS Holdings Inc* Healthcare 19.50 0.01
    Praxair Inc* Basic Materials 14.38 0.01

    Best 5-Year Relative Performance | More
    06-22-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 7 --

    Worst 5-Year Relative Performance | More
    06-22-17

    Fund Name 5-Yr Rank Analyst Report  
    WCM Focused International Gr 7 --

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Focused Internat Paul Russell Black 6.10
    WCM Focused Emerging Sanjay Ayer 4.00
    WCM Focused Global G Sanjay Ayer 4.00
    WCM International Sm Sanjay Ayer 1.60

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    WCM International Sm Sanjay Ayer 1.60
    WCM Focused Emerging Sanjay Ayer 4.00
    WCM Focused Global G Sanjay Ayer 4.00
    WCM Focused Internat Paul Russell Black 6.10