WCMLX Mutual Fund
WCMLX Mutual Fund
WCM Small Cap Growth Fund Institutional Class

WCMLX Mutual Fund Overview
WCMLX Mutual Fund (WCM Small Cap Growth Fund Institutional Class) is managed by WCM Investment Management with $54.0M in net assets. WCMLX expense ratio is 0.99%, holding 69 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2019-10-30.
WCMLX performance shows a YTD return of 17.95%. The 1-year return is 31.51% and the 5-year return is 4.22%. WCMLX dividend yield stands at 0.82%, paid annually.
WCMLX top holdings include morgan stanley institutional liquidity fund - treasury portfolio (3.5%), Advanced Energy Industries Inc. (3.2%), Applied Industrial Tech (3.1%), Evercore, Inc. Class A (2.6%), Chefs' Warehouse, Inc. (2.1%). View all WCMLX holdings, sector breakdown, or dividend history.
WCMLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WCMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.