WCM Small Cap Growth Institutional (WCMLX)
| Fund Assets | 45.11M |
| Expense Ratio | 0.99% |
| Min. Investment | $100,000 |
| Turnover | 83.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 13.78 |
| YTD Return | 7.15% |
| 1-Year Return | 6.08% |
| 5-Year Return | 33.58% |
| 52-Week Low | 10.02 |
| 52-Week High | 14.33 |
| Beta (5Y) | 1.11 |
| Holdings | 65 |
| Inception Date | Oct 30, 2019 |
About WCMLX
The WCM Small Cap Growth Fund Institutional Class is a mutual fund focused on investing in small-capitalization U.S. companies with strong growth potential. The fund’s primary objective is to achieve long-term capital appreciation by allocating at least 80% of its net assets to equity securities of domestic small-cap firms, typically those that are leaders or innovators within their respective industries. This strategy results in concentrated exposure to sectors such as technology, industrials, energy, and consumer cyclicals, with holdings including companies like Super Micro Computer Inc., WEX Inc., and Permian Resources Corp. Designed for institutional investors, the fund requires a higher minimum initial investment and offers an expense ratio of 0.99%. Its benchmark indices include the Russell 2000 Growth Index and the Russell 3000 Index, reflecting its focus within the broader small-cap growth category. By targeting high-growth companies at earlier stages of their development, the WCM Small Cap Growth Fund Institutional Class plays a key role in portfolio diversification and in providing access to dynamic segments of the U.S. equity market.
Performance
WCMLX had a total return of 6.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.39%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WCMNX | Investor Class Shares | 1.24% |
Top 10 Holdings
26.26% of assets| Name | Symbol | Weight |
|---|---|---|
| Sterling Infrastructure, Inc. | STRL | 3.22% |
| SharkNinja, Inc. | SN | 3.14% |
| Applied Industrial Technologies, Inc. | AIT | 2.96% |
| Evercore Inc. | EVR | 2.59% |
| ServiceTitan, Inc. | TTAN | 2.54% |
| Rambus Inc. | RMBS | 2.52% |
| The Chefs' Warehouse, Inc. | CHEF | 2.44% |
| HealthEquity, Inc. | HQY | 2.42% |
| WNS (Holdings) Limited | WNS | 2.22% |
| Morgan Stanley Institutional Liquidity Funds - Treasury Portfolio | MISXX | 2.21% |