WCM Small Cap Growth FundWCMLX

MUTUAL FUNDWcm
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$47.0M
Expense ratio
0.99%
1-year return
+17.9%
3 years, a year
+5.1%
5 years, a year
-0.4%
Holdings
69

What it aims to do.

The investment objective of the WCM Small Cap Growth Fund (the Fund) is long-term capital appreciation.

Top 10 holdings.

Holding% of fund
MSILF Treasury Portfolio3.48%
AEIS Advanced Energy Industries Inc3.16%
AIT Applied Industrial Technologie3.08%
EVR Evercore Inc2.61%
CHEF Chefs' Warehouse Inc/The2.06%
NOVT Novanta Inc2.04%
SAIA Saia Inc2.03%
TXRH Texas Roadhouse Inc1.93%
RBC Regal Rexnord Corp1.89%
AAON AAON Inc1.87%

More on WCMLX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.