The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
WCM International Small Cap Growth Instl WCMSX
- NAV / 1-Day Return 21.29 / +1.09 %
- Total Assets 282.5 Mil
-
Adj. Expense Ratio
- 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 0.00
- Turnover 81%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Scout24 SE | 3.06 | 9.0 Mil | Communication Services |
Integral Corp | 2.79 | 8.2 Mil | Financial Services |
Exosens SA | 2.78 | 8.2 Mil | Industrials |
Celestica Inc Ordinary Shares (Subordinate Voting) | 2.35 | 6.9 Mil | Technology |
Inpost SA Ordinary Shares | 2.11 | 6.2 Mil | Industrials |
Money Forward Inc Ordinary Shares | 2.11 | 6.2 Mil | Technology |
Schibsted ASA Class A | 2.10 | 6.2 Mil | Communication Services |
Kyoto Financial Group Inc | 2.05 | 6.0 Mil | Financial Services |
M&A Research Institute Holdings Inc | 1.99 | 5.9 Mil | Financial Services |
Baltic Classifieds Group PLC | 1.98 | 5.8 Mil | Communication Services |