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WCM Focused International Growth Inv (WCMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.590.00 (0.00%)
At close: 08:01PM EDT

WCM Focused International Growth Inv

Milwaukee, WI 53233

803 West Michigan Street

Investment Managers Ser Tr (WCM)

(414) 299-2295
Management information
,Lead manager since 30 March 2022
Jon joined WCM in 2015; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since he began his investment career in 2008, Jon’s experience includes positions as an Analyst on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Growth
Fund familyWCM Investment Management
Net assets19.26B
YTD return11.71%
Yield0.00%
Morningstar rating★★★★★
Inception date30 May 2011

Fund operations

Last dividend0.01
Last cap gain27.00
Holdings turnover33.00%
Average for categoryN/A

Fees and expenses

ExpenseWCMRXCategory average
Annual report expense ratio (net)1.04%1.05%
Prospectus net expense ratio1.04%N/A
Prospectus gross expense ratio1.04%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A