WCMNX Mutual Fund

WCMNX Mutual Fund (WCM Small Cap Growth Fund Investor Class) is managed by WCM Investment Management with $179,785.94 in net assets. WCMNX expense ratio is 1.24%, holding 69 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2019-10-30.

WCMNX performance shows a YTD return of 7.97%. The 1-year return is 14.61% and the 5-year return is 0.90%. WCMNX dividend yield stands at 0.91%, paid annually.

WCMNX 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 WCMNX holdings, WCMNX sectors, or WCMNX dividends.

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