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Morningstar

WCM International Small Cap Growth Instl WCMSX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 20.27  /  −0.20 %
  • Total Assets 293.3 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Limited
  • TTM Yield —
  • Turnover 81%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WCMSX

Will WCMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin WCM International Small Cap Growth Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMSX

More WCMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Scout24 SE

3.00 9.4 Mil
Real Estate

Morgan Stanley Liq Treas- Inst

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Cash and Equivalents

M&A Research Institute Holdings Inc

2.46 7.7 Mil
Financial Services

D'Ieteren Group

2.40 7.5 Mil
Consumer Cyclical

Schibsted ASA Class A

2.24 7.0 Mil
Communication Services

Celestica Inc Ordinary Shares (Subordinate Voting)

1.97 6.2 Mil
Technology

PrairieSky Royalty Ltd

1.95 6.1 Mil
Energy

Kongsberg Gruppen ASA

1.93 6.0 Mil
Industrials

Money Forward Inc Ordinary Shares

1.88 5.9 Mil
Technology

Integral Corp

1.86 5.8 Mil
Financial Services