WCM Small Cap Growth Fund Investor Class Shares (WCMNX)
| Fund Assets | 42.06M |
| Expense Ratio | 1.24% |
| Min. Investment | $1,000 |
| 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 | 12.29 |
| YTD Return | -3.15% |
| 1-Year Return | -0.24% |
| 5-Year Return | 30.80% |
| 52-Week Low | 9.88 |
| 52-Week High | 14.15 |
| Beta (5Y) | n/a |
| Holdings | 67 |
| Inception Date | Oct 30, 2019 |
About WCMNX
WCM Small Cap Growth Fund Investor Class is a mutual fund focused on investing in equity securities of domestic small capitalization companies. By policy, it allocates at least 80% of its net assets to these small-cap stocks, providing investors exposure to emerging and high-growth segments within the U.S. equity market. The fund seeks to identify companies with strong competitive advantages and growth prospects, aiming to capture the potential for capital appreciation associated with smaller, innovative firms. Its portfolio typically spans various sectors, including technology, industrials, and consumer cyclical, reflecting a diversified approach to small-cap growth investing. With an actively managed structure, the fund leverages research-driven selection to construct a portfolio that balances risk and opportunity. This fund serves investors looking to participate in the dynamic growth potential of smaller U.S. companies, playing a distinctive role in diversifying broader investment portfolios and enhancing exposure to growth-oriented equities.
Performance
WCMNX had a total return of -0.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.54%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FECGX | Fidelity | Fidelity Small Cap Growth Index Fund | 0.05% |
| FCIGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WCMLX | Institutional Class Shares | 0.99% |
Top 10 Holdings
23.06% of assets| Name | Symbol | Weight |
|---|---|---|
| Boot Barn Holdings, Inc. | BOOT | 2.54% |
| WNS (Holdings) Limited | WNS | 2.38% |
| Casella Waste Systems, Inc. | CWST | 2.37% |
| The Chefs' Warehouse, Inc. | CHEF | 2.30% |
| Mercury Systems, Inc. | MRCY | 2.29% |
| HealthEquity, Inc. | HQY | 2.27% |
| Planet Fitness, Inc. | PLNT | 2.26% |
| Rambus Inc. | RMBS | 2.26% |
| Applied Industrial Technologies, Inc. | AIT | 2.24% |
| ACI Worldwide, Inc. | ACIW | 2.15% |