WCM Small Cap Growth Fund Institutional Class Shares
WCMLX
NASDAQ
| Weiss Ratings | WCMLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WCMLX-NASDAQ | Click to Compare |
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| Provider | WCM Investment Management | |||
| Manager/Tenure (Years) | Chad E. Hoffman (6), John Rackers (6) | |||
| Website | http://www.wcminvest.com/funds | |||
| Fund Information | WCMLX-NASDAQ | Click to Compare |
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| Fund Name | WCM Small Cap Growth Fund Institutional Class Shares | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Oct 30, 2019 | |||
| 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 | WCMLX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WCMLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.41% | |||
| Asset Allocation | WCMLX-NASDAQ | Click to Compare |
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| Cash | 3.28% | |||
| Stock | 96.97% | |||
| U.S. Stock | 95.40% | |||
| Non-U.S. Stock | 1.57% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.25% | |||
| Price History | WCMLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.06% | |||
| 30-Day Total Return | 2.01% | |||
| 60-Day Total Return | 6.90% | |||
| 90-Day Total Return | 7.15% | |||
| Year to Date Total Return | 6.90% | |||
| 1-Year Total Return | 22.73% | |||
| 2-Year Total Return | 12.42% | |||
| 3-Year Total Return | 23.55% | |||
| 5-Year Total Return | 7.31% | |||
| Price | WCMLX-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 | WCMLX-NASDAQ | Click to Compare |
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| Nav | $14.71 | |||
| 1-Month Low NAV | $14.32 | |||
| 1-Month High NAV | $14.98 | |||
| 52-Week Low NAV | $10.02 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.19 | |||
| 52-Week High Price (Date) | Jan 22, 2026 | |||
| Beta / Standard Deviation | WCMLX-NASDAQ | Click to Compare |
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| Beta | 1.36 | |||
| Standard Deviation | 18.41 | |||
| Balance Sheet | WCMLX-NASDAQ | Click to Compare |
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| Total Assets | 51.19M | |||
| Operating Ratios | WCMLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 83.00% | |||
| Performance | WCMLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.89% | |||
| Last Bear Market Total Return | -18.76% | |||