WCM Focused International Growth Fund Institutional Class
WCMIX
NASDAQ
| Weiss Ratings | WCMIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WCMIX-NASDAQ | Click to Compare |
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| Provider | WCM Investment Management | |||
| Manager/Tenure (Years) | Paul Russell Black (14), Michael B. Trigg (14), Sanjay Ayer (5), 1 other | |||
| Website | http://www.wcminvest.com/funds | |||
| Fund Information | WCMIX-NASDAQ | Click to Compare |
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| Fund Name | WCM Focused International Growth Fund Institutional Class | |||
| Category | Foreign Large Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Foreign Stock | |||
| Inception Date | May 31, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WCMIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.21% | |||
| Dividend | WCMIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.99% | |||
| Asset Allocation | WCMIX-NASDAQ | Click to Compare |
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| Cash | 3.42% | |||
| Stock | 93.38% | |||
| U.S. Stock | 22.34% | |||
| Non-U.S. Stock | 71.04% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 3.20% | |||
| Price History | WCMIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.76% | |||
| 30-Day Total Return | 0.92% | |||
| 60-Day Total Return | -2.90% | |||
| 90-Day Total Return | -2.02% | |||
| Year to Date Total Return | 19.89% | |||
| 1-Year Total Return | 12.59% | |||
| 2-Year Total Return | 36.10% | |||
| 3-Year Total Return | 54.90% | |||
| 5-Year Total Return | 45.00% | |||
| Price | WCMIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WCMIX-NASDAQ | Click to Compare |
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| Nav | $26.09 | |||
| 1-Month Low NAV | $26.09 | |||
| 1-Month High NAV | $26.70 | |||
| 52-Week Low NAV | $20.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.34 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | WCMIX-NASDAQ | Click to Compare |
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| Beta | 1.09 | |||
| Standard Deviation | 18.45 | |||
| Balance Sheet | WCMIX-NASDAQ | Click to Compare |
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| Total Assets | 20.97B | |||
| Operating Ratios | WCMIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.04% | |||
| Turnover Ratio | 36.00% | |||
| Performance | WCMIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.18% | |||
| Last Bear Market Total Return | -17.43% | |||