WSGGX Mutual Fund

WSGGX Mutual Fund

NAV$10.17
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Fund Essentials - as of Mar 31, 2026

Net Assets
$17M
Expense Ratio
1.00%
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
ENR1.N:SGSIEMENS ENERGY AG8.79%
RR:LNRolls-Royce Holdings PLC5.68%
APPAppLovin Corp. Com Cl A5.23%
CRSCarpenter Technology Corp4.97%
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

WSGGX Mutual Fund Overview

WSGGX Mutual Fund (WCM Select Global Growth Fund Institutional Class) is managed by WCM Investment Management with $17.4M in net assets. WSGGX expense ratio is 1.00%, holding 34 positions across sectors including Information Technology, Consumer Discretionary, Real Estate. Inception date: 2026-01-30.

WSGGX performance shows data across multiple time periods..

WSGGX top holdings include SIEMENS ENERGY AG (8.8%), Rolls-Royce Holdings PLC (5.7%), AppLovin Corp. Com Cl A (5.2%), Carpenter Technology Corp (5.0%), Comfort Systems USA Inc. (4.2%). Go to all WSGGX holdings, WSGGX sectors, or WSGGX dividends.

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