WCM Small Cap Growth Investor (WCMNX)

Fund Assets	50.37M
Expense Ratio	1.24%
Min. Investment	$1,000
Turnover	89.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 8, 2025

Previous Close	14.56
YTD Return	7.68%
1-Year Return	11.86%
5-Year Return	1.99%
52-Week Low	12.51
52-Week High	15.96
Beta (5Y)	n/a
Holdings	77
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.

• Fund Family: WCM Investment Management
• Category: Small Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WCMNX
• Share Class: Investor Class Shares
• Index: Russell 2000 Growth TR

Performance

WCMNX had a total return of 11.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.37%.

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 I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

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

24.42% of assets

Name	Symbol	Weight
Morgan Stanley Liq Treas- Inst	n/a	4.12%
Applied Industrial Technologies, Inc.	AIT	2.49%
Evercore Inc.	EVR	2.42%
Advanced Energy Industries, Inc.	AEIS	2.37%
AAON, Inc.	AAON	2.33%
Novanta Inc.	NOVT	2.28%
Guardant Health, Inc.	GH	2.21%
SharkNinja, Inc.	SN	2.17%
Mercury Systems, Inc.	MRCY	2.04%
The Chefs' Warehouse, Inc.	CHEF	1.99%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 8, 2025	$0.13354	Dec 8, 2025
Dec 7, 2022	$0.01895	Dec 7, 2022
Dec 8, 2021	$1.26503	Dec 8, 2021
Dec 9, 2020	$0.15415	Dec 9, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 7, 2026

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