WCM Small Cap Growth Fund Investor Class Shares (WCMNX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
13.28
-0.13 (-0.97%)
Dec 13, 2024, 4:00 PM EST
16.08% (1Y)
| Fund Assets | 42.91M |
| Expense Ratio | 1.24% |
| Min. Investment | $1,000 |
| 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 | 13.41 |
| YTD Return | 8.85% |
| 1-Year Return | 16.08% |
| 5-Year Return | 43.12% |
| 52-Week Low | 11.44 |
| 52-Week High | 14.15 |
| Beta (5Y) | n/a |
| Holdings | 71 |
| Inception Date | Oct 30, 2019 |
About WCMNX
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 Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WCMNX
Index Russell 2000 Growth TR
Performance
WCMNX had a total return of 16.08% in the past year. Since the fund's inception, the average annual return has been 7.77%, including dividends.
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
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% |