WCMLX Mutual Fund

WCMLX Mutual Fund (WCM Small Cap Growth Fund Institutional Class) is managed by WCM Investment Management with $49.5M 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 Liq Treas- Inst 07/01/2026 (4.1%), Applied Industrial Technologies Inc (2.5%), Evercore, Inc. Class A (2.4%), Advanced Energy Industries Inc. (2.4%), Aaon, Inc. (2.3%). 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.