WCM Small Cap Growth Institutional (WCMLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.68
-0.22 (-1.58%)
Sep 12, 2025, 4:00 PM EDT
-1.58%
Fund Assets45.11M
Expense Ratio0.99%
Min. Investment$100,000
Turnover83.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close13.90
YTD Return6.38%
1-Year Return8.66%
5-Year Return37.31%
52-Week Low10.02
52-Week High14.33
Beta (5Y)1.11
Holdings65
Inception DateOct 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.

Fund Family WCM Investment Management
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol WCMLX
Share Class Institutional Class Shares
Index Russell 2000 Growth TR

Performance

WCMLX had a total return of 8.66% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.28%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
WCMNXInvestor Class Shares1.24%

Top 10 Holdings

26.26% of assets
NameSymbolWeight
Sterling Infrastructure, Inc.STRL3.22%
SharkNinja, Inc.SN3.14%
Applied Industrial Technologies, Inc.AIT2.96%
Evercore Inc.EVR2.59%
ServiceTitan, Inc.TTAN2.54%
Rambus Inc.RMBS2.52%
The Chefs' Warehouse, Inc.CHEF2.44%
HealthEquity, Inc.HQY2.42%
WNS (Holdings) LimitedWNS2.22%
Morgan Stanley Institutional Liquidity Funds - Treasury PortfolioMISXX2.21%
View More Holdings