Morningstar

WCM Investment Management Mutual Funds

View all of WCM Investment Management’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

WCM Investment Management Funds List

Share Class Type

1 to 25 of 25 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
WCM SMID Quality Val Fd InstitutionalWCMFXSmall Value13.41%50.850%Below AverageInstitutional$100,000
WCM SMID Quality Val Fd InvestorWCMJXSmall Value13.25%61.100%AverageNo Load$1,000
WCM Focused Global Growth InstitutionalWCMGXGlobal Large-Stock Growth22.01%121.050%HighInstitutional$100,000
WCM Focused Global Growth InvestorWFGGXGlobal Large-Stock Growth21.79%161.300%HighNo Load$1,000
WCM Focused International Growth InstlWCMIXForeign Large Growth14.67%211.040%HighInstitutional$100,000
WCM Focused International Growth InvWCMRXForeign Large Growth14.43%221.290%HighNo Load$1,000
WCM International Equity InsWCMMXForeign Large Growth8.90%740.850%AverageInstitutional$100,000
WCM Developing World Equity InsWCMDXDiversified Emerging Mkts11.31%750.950%Below AverageInstitutional$100,000
WCM Focused Emerging Markets InstlWCMEXDiversified Emerging Mkts11.94%691.250%HighInstitutional$100,000
WCM Focused Emerging Markets InvestorWFEMXDiversified Emerging Mkts11.77%701.500%HighNo Load$1,000
WCM International Small Cap Growth InstlWCMSXForeign Small/Mid Growth4.46%731.250%HighInstitutional$100,000
WCM Small Cap Growth InstitutionalWCMLXSmall Growth6.16%830.990%Above AverageInstitutional$100,000
WCM Small Cap Growth InvestorWCMNXSmall Growth5.90%841.240%Above AverageNo Load$1,000
WCM China Quality Growth InstitutionalWCMCXChina Region9.32%971.250%HighInstitutional$100,000
WCM China Quality Growth InvestorWCQGXChina Region9.04%991.500%HighNo Load$1,000
WCM Focused International Value InsWCMVXForeign Large Blend17.62%31.260%HighInstitutional$100,000
WCM Focused International Value InvestorWLIVXForeign Large Blend17.43%31.510%HighNo Load$1,000
WCM Focused International Opps InsWCMOXForeign Small/Mid Blend4.07%941.250%HighInstitutional$100,000
WCM Focused International Opps InvWCFOXForeign Small/Mid Blend3.77%991.500%HighNo Load$1,000
WCM Focused Emerging Mkts Ex Chn InstWCMWXDiversified Emerging Mkts—13.18%621.250%HighInstitutional$100,000
WCM Focused Emerging Mkts Ex Chn InvWCFEXDiversified Emerging Mkts—13.02%621.500%HighNo Load$1,000
WCM Mid Cap Quality Value InstitutionalWCMAXMid-Cap Blend—11.07%701.000%HighInstitutional$1,000
WCM Mid Cap Quality Value InvestorWMIDXMid-Cap Blend—10.91%721.250%HighInstitutional$100,000
WCM Quality Dividend Growth InstWCMYXLarge Value—9.77%930.990%HighInstitutional$100,000
WCM Quality Dividend Growth InvestorWQDGXLarge Value—9.57%931.240%HighNo Load$1,000

WCM Investment Management Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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