WCSGX Mutual Fund

WCSGX Mutual Fund

NAV$10.41
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Fund Essentials - as of Mar 31, 2026

Net Assets
$284,941.27
Expense Ratio
1.25%
Dividend Yield (Current)
-
Holdings
34
Inception Date
Jan 30, 2026
Fund Family
WCM Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 99.98%
Cash: 0.01%
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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 USA Inc.4.23%
Top 10 Concentration: 46.87%Report Date: Mar 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WCSGX Mutual Fund Overview

WCSGX Mutual Fund (WCM Select Global Growth Fund Investor Class) is managed by WCM Investment Management with $284,941.27 in net assets. WCSGX expense ratio is 1.25%, holding 34 positions across sectors including Information Technology, Consumer Discretionary, Real Estate. Inception date: 2026-01-30.

WCSGX performance shows data across multiple time periods..

WCSGX 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 USA Inc. (4.2%). Go to all WCSGX holdings, WCSGX sectors, or WCSGX dividends.

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