Nasdaq - Delayed Quote USD

WCM International Small Cap Growth Instl (WCMSX)

20.90 +0.10 (+0.48%)
At close: 8:01 PM EST
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DELL
  • Previous Close 20.80
  • YTD Return 3.22%
  • Expense Ratio 1.25%
  • Category Foreign Small/Mid Growth
  • Last Cap Gain -40.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 271.93M
  • Beta (5Y Monthly) 1.31
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 81.00%
  • Last Dividend 0.06
  • Inception Date Nov 30, 2015

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities or depository receipts of small capitalization companies domiciled outside of the United States, including in emerging and frontier market countries. The fund invests in the securities of companies located in different countries and in at least three different countries.

WCM Investment Management

Fund Family

Foreign Small/Mid Growth

Fund Category

271.93M

Net Assets

2015-11-30

Inception Date

Performance Overview: WCMSX

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Trailing returns as of 11/6/2024. Category is Foreign Small/Mid Growth.

YTD Return

WCMSX
3.22%
Category
7.70%
?

1-Year Return

WCMSX
31.96%
Category
42.00%
?

3-Year Return

WCMSX
11.00%
Category
13.14%
?

5-Year Return

WCMSX
7.96%
Category
14.91%
?

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Holdings: WCMSX

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Top 10 Holdings (23.03% of Total Assets)

SymbolCompany% Assets
G24.DE
Scout24 SE 3.21%
BCG.L
Baltic Classifieds Group PLC 2.70%
3994.T
Money Forward, Inc. 2.39%
CLS.TO
Celestica Inc. 2.30%
CWK.L
Cranswick plc 2.24%
SCHA.OL
Schibsted ASA 2.13%
INPST.AS
InPost S.A. 2.10%
EXENS.PA
EXENS.PA 2.01%
DCBO.TO
Docebo Inc. 2.01%
5842.T
Integral Corporation 1.96%

Sector Weightings

Recent News: WCMSX

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Research Reports: WCMSX

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