WCMLX Mutual Fund

WCMLX Mutual Fund (WCM Small Cap Growth Fund Institutional Class) is managed by WCM Investment Management with $53.9M 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 8.21%. The 1-year return is 14.93% and the 5-year return is 1.17%. WCMLX dividend yield stands at 0.90%, paid annually.

WCMLX top holdings include morgan stanley institutional liquidity fund - treasury portfolio (3.5%), Advanced Energy Industries Inc. (3.2%), Applied Industrial Technologies Inc (3.1%), Evercore, Inc. Class A (2.6%), Chefs' Warehouse, Inc. (2.1%). Go to all WCMLX holdings, WCMLX sectors, or WCMLX dividends.

WCMLX can be compared against other funds. Use WCMLX overlap to find shared positions, or WCMLX vs another fund for a side-by-side view. WCMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.