WCM International Small Cap Growth Instl (WCMSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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WCM International Small Cap Growth Instl
Milwaukee, WI 53233
803 West Michigan Street
Investment Managers Ser Tr (WCM)
(414) 299-2295
Management information
,Lead manager since 29 November 2015
As a member of the Investment Strategy Group for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2007, he served as an equity analyst for Morningstar, Inc., where he covered the gaming, cruise and online travel industries. Sanjay also served previously as a performance analyst at J. & W. Seligman & Co. In addition to being a CFA® charterholder, he holds a BA in economics and a BA in applied mathematics from Johns Hopkins University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Small/Mid Growth
Fund familyWCM Investment Management
Net assets291.21M
YTD return-2.83%
Yield0.00%
Morningstar rating★★★
Inception date29 Nov 2015
Fund operations
Last dividend0.06
Last cap gain-40.00
Holdings turnover81.00%
Average for categoryN/A
Fees and expenses
ExpenseWCMSXCategory average
Annual report expense ratio (net)1.25%1.30%
Prospectus net expense ratio1.25%N/A
Prospectus gross expense ratio1.33%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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