WSGGX Mutual Fund

NAV$10.22

Fund Essentials - as of Mar 31, 2026

Net Assets
$5M
Expense Ratio
1.00%
Dividend Yield (Current)
-
Holdings
34
Inception Date
Jan 30, 2026
Fund Family
WCM Investment Management
Investment Style
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Asset Class
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Legal Structure
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Performance

YTD+2.20%

Asset Allocation

Stocks: 99.99%
Cash: 0.01%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
ENR1N:MUSiemens Energy Ag8.79%
RR:LNRolls Royce Holdings Plc Common Stock Gbp.2 5.68%
APPApplovin Corp Cl A5.23%
CRSCarpenter Technology Corpcommon Stock4.97%
FIXComfort Systems U.s.a., Inc.4.23%
Top 10 Concentration: 46.87%Report Date: Mar 31, 2026
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Peer Comparison

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WSGGX Mutual Fund Overview

WSGGX Mutual Fund (WCM Select Global Growth Fund Institutional Class) is managed by WCM Investment Management with $5.0M in net assets. WSGGX expense ratio is 1.00%, holding 34 positions across sectors including Unknown, Information Technology, Consumer Discretionary. Inception date: 2026-01-30.

WSGGX performance shows a YTD return of 2.20%..

WSGGX top holdings include Siemens Energy Ag (8.8%), Rolls Royce Holdings Plc Common Stock Gbp.2 (5.7%), Applovin Corp Cl A (5.2%), Carpenter Technology Corpcommon Stock (5.0%), Comfort Systems U.s.a., Inc. (4.2%). View all WSGGX holdings, sector breakdown, or dividend history.

WSGGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSGGX alternatives are available via the screener, along with tax-loss harvesting opportunities.