WCM Small Cap Growth’s experienced managers use a multifaceted approach, which makes the strategy an enticing small-growth option.
WCM Small Cap Growth Investor WCMNX
- NAV / 1-Day Return 13.08 / +1.24 %
- Total Assets 40.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.00
- Turnover 48%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 PM GMT+0
Morningstar’s Analysis WCMNX
Will WCMNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Morgan Stanley Liq Treas- Inst | 3.58 | 1.5 Mil | Cash and Equivalents |
Casey's General Stores Inc | 2.34 | 954,282 | Consumer Cyclical |
Applied Industrial Technologies Inc | 2.32 | 947,302 | Industrials |
Casella Waste Systems Inc Class A | 2.22 | 906,474 | Industrials |
AppFolio Inc Class A | 2.21 | 900,507 | Technology |
MACOM Technology Solutions Holdings Inc | 2.17 | 884,403 | Technology |
Rambus Inc | 2.15 | 874,995 | Technology |
Tetra Tech Inc | 2.03 | 826,304 | Industrials |
WEX Inc | 2.01 | 819,804 | Technology |
ACI Worldwide Inc | 2.00 | 813,931 | Technology |