Investment Managers Series Trust - WCM Small Cap Growth Fund (WCMLX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
13.02
+0.09 (0.70%)
Dec 24, 2024, 4:00 PM EST
5.25% (1Y)
| Fund Assets | 42.91M |
| Expense Ratio | 0.99% |
| Min. Investment | $100,000 |
| Turnover | 48.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.93 |
| YTD Return | 4.87% |
| 1-Year Return | 4.53% |
| 5-Year Return | 35.96% |
| 52-Week Low | 11.85 |
| 52-Week High | 14.33 |
| Beta (5Y) | n/a |
| Holdings | 71 |
| Inception Date | Oct 30, 2019 |
About WCMLX
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts ("REITs").
Fund Family WCM Investment Management
Category Small-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WCMLX
Index Russell 2000 Growth TR
Performance
WCMLX had a total return of 4.53% in the past year. Since the fund's inception, the average annual return has been 7.15%, including dividends.
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
22.90% of assets| Name | Symbol | Weight |
|---|---|---|
| Treasury Portfolio | MISXX | 2.99% |
| Applied Industrial Technologies, Inc. | AIT | 2.47% |
| ACI Worldwide, Inc. | ACIW | 2.40% |
| Comfort Systems USA, Inc. | FIX | 2.23% |
| Evercore Inc. | EVR | 2.21% |
| WEX Inc. | WEX | 2.20% |
| Boot Barn Holdings, Inc. | BOOT | 2.12% |
| Shift4 Payments, Inc. | FOUR | 2.11% |
| Avient Corporation | AVNT | 2.09% |
| FTAI Aviation Ltd. | FTAI | 2.08% |