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 Mutual Funds List

1 to 17 of 17 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Wcm Focused Emerging Markets Ex China Fund Investor ClassWCFEXDiversified Emerging Mkts
53.35%21.500%HighNo Load$1,000
WCM Focused International Equity Fund Investor Class SharesWLIVXForeign Large Growth
12.96%161.100%Above AverageNo Load$1,000
WCM Focused International Equity Fund Institutional Class SharesWCMVXForeign Large Growth
13.20%140.850%AverageInstitutional$100,000
Wcm Focused Emerging Markets Ex China Fund Institutional ClassWCMWXDiversified Emerging Mkts
53.70%21.250%HighInstitutional$100,000
WCM Focused International Growth Fund Institutional ClassWCMIXForeign Large Growth
10.93%231.050%HighInstitutional$100,000
WCM Focused International Growth Fund Investor ClassWCMRXForeign Large Growth
10.75%241.300%HighNo Load$1,000
WCM Focused International Opportunities Fund Investor Class SharesWCFOXForeign Large Growth
9.89%331.250%HighNo Load$1,000
WCM International Small Cap Growth Fund Institutional ClassWCMSXForeign Small/Mid Growth
7.03%611.250%HighInstitutional$100,000
WCM Focused Emerging Markets Fund Institutional ClassWCMEXDiversified Emerging Mkts
27.39%281.250%HighInstitutional$100,000
WCM Focused Emerging Markets Fund Investor ClassWFEMXDiversified Emerging Mkts
27.10%311.500%HighNo Load$1,000
WCM Focused International Opportunities Fund Institutional Class SharesWCMOXForeign Large Growth
10.13%321.000%HighInstitutional$100,000
WCM China Quality Growth Fund Institutional Class SharesWCMCXGreater China Region
−2.95%381.250%HighInstitutional$100,000
WCM Small Cap Growth Fund Institutional Class SharesWCMLXSmall Growth
3.63%830.990%Above AverageInstitutional$100,000
WCM Small Cap Growth Fund Investor Class SharesWCMNXSmall Growth
3.47%841.240%Above AverageNo Load$1,000
WCM China Quality Growth Fund Investor Class SharesWCQGXGreater China Region
−3.17%391.500%HighNo Load$1,000
WCM Select Global Growth Fund Institutional ClassWSGGXGlobal Large-Stock Growth—
——1.000%HighInstitutional$100,000
WCM Select Global Growth Fund Investor ClassWCSGXGlobal Large-Stock Growth—
——1.250%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

  • Category

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

  • 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.

  • 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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