WCM Investment Management Mutual Funds List
Here you can find all mutual funds issued by WCM Investment Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 1.35%
- Avg. 1 Year Return
- 29.96%
- Avg. 5 Year Return
- 4.56%
- Median Risk/Return Score
- 33 / 100
WCM Investment Management Mutual Funds List
8 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | Mar 29, 2021 | 1.50% | 19.63% | — | 0.27% | 35 | ||||||||
| WCM Focused International Growth Fund | Foreign Large Cap Equities | May 30, 2011 | 1.04% | 15.88% | 12.40% | 4.95% | 14 | ||||||||
| WCM Small Cap Growth Fund | Small Cap Growth Equities | Oct 30, 2019 | 1.24% | 14.91% | — | 0.86% | 31 | ||||||||
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | Nov 29, 2015 | 1.25% | 15.00% | 13.17% | 0.70% | 15 | ||||||||
| WCM China Quality Growth Fund | China Equities | Mar 30, 2020 | 1.50% | 19.63% | — | 5.57% | 28 | ||||||||
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | Jun 27, 2013 | 1.50% | 30.35% | 11.37% | 0.00% | 76 | ||||||||
| WCM Focused Global Growth Fund | Global Equities | Jun 27, 2013 | 1.30% | 13.23% | 15.84% | 3.31% | 43 | ||||||||
| WCM Focused International Value Fund | Foreign Large Cap Equities | Jun 28, 2020 | 1.50% | 14.88% | — | 1.92% | 64 |
Explore top WCM Investment Management Mutual Fund Categories and Asset Classes
WCM Investment Management Equity Mutual fundsWCM Investment Management Multi-Asset Mutual fundsWCM Investment Management Foreign Large Cap Equities Mutual fundsWCM Investment Management Foreign Small & Mid Cap Equities Mutual fundsWCM Investment Management China Equities Mutual fundsWCM Investment Management Emerging Markets Diversified Mutual fundsWCM Investment Management Global Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best WCM Investment Management Mutual funds by Risk/Return Score
The top WCM Investment Management Mutual funds by PortfoliosLab Risk/Return Score are WFEMX (76) and WLIVX (64).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| WCM Focused Emerging Markets Fund | 76 | — | Jun 2013 | |
| WCM Focused International Value Fund | 64 | — | Jun 2020 | |
| WCM Focused Global Growth Fund | 43 | — | Jun 2013 | |
| WCM Focused International Opportunities Fund | 35 | — | Mar 2021 | |
| WCM Small Cap Growth Fund | 31 | — | Oct 2019 |
Best-Performing WCM Investment Management Mutual funds Over 5 Years
The top WCM Investment Management Mutual funds is WFGGX (11.52%).
Across the lineup, WCM Investment Management Mutual funds show an average 1-year return of 29.96% and an average 5-year return of 4.56%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| WCM Focused Global Growth Fund | 11.52% | — | Jun 2013 | |
| WCM Focused International Value Fund | 11.09% | — | Jun 2020 | |
| WCM Focused International Opportunities Fund | 6.49% | — | Mar 2021 | |
| WCM Focused International Growth Fund | 5.63% | — | May 2011 | |
| WCM Focused Emerging Markets Fund | 4.68% | — | Jun 2013 |
Lowest-Cost WCM Investment Management Mutual funds
The top WCM Investment Management Mutual funds is WCMIX (1.04%).
With an average expense ratio of 1.35%, WCM Investment Management Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| WCM Focused International Growth Fund | 1.04% | — | May 2011 | |
| WCM Small Cap Growth Fund | 1.24% | — | Oct 2019 | |
| WCM International Small Cap Growth Fund | 1.25% | — | Nov 2015 | |
| WCM Focused Global Growth Fund | 1.30% | — | Jun 2013 | |
| WCM Focused International Value Fund | 1.50% | — | Jun 2020 |
Highest-Yield WCM Investment Management Mutual funds
The top WCM Investment Management Mutual funds is WCQGX (5.57%).
Across the lineup, WCM Investment Management Mutual funds show an average dividend yield of 2.20%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| WCM China Quality Growth Fund | 5.57% | — | Mar 2020 | |
| WCM Focused International Growth Fund | 4.95% | — | May 2011 | |
| WCM Focused Global Growth Fund | 3.31% | — | Jun 2013 | |
| WCM Focused International Value Fund | 1.92% | — | Jun 2020 | |
| WCM Small Cap Growth Fund | 0.86% | — | Oct 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WCMIX vs. VWIGXWCMIX vs. POLIXWCMIX vs. ARTKXWCMIX vs. MIEIXWCMIX vs. BAFWXWCMSX vs. SPYWCMSX vs. FNDFWCMSX vs. AVANXWCMSX vs. OBIIXWCMSX vs. DRIOXWFGGX vs. BSCMXWFGGX vs. VFIFXWFGGX vs. TIBIXWFGGX vs. ARTHXWFGGX vs. GMGEXWLIVX vs. JOEMXWLIVX vs. EFAWLIVX vs. PTSIXWLIVX vs. ANDIXWLIVX vs. ARTIXWCQGX vs. SPYWCQGX vs. OBCHXWCQGX vs. GSAGXWCQGX vs. FHKCXWCQGX vs. CHILXWCMNX vs. SPYWCMNX vs. DMCRXWCMNX vs. CMCIXWCMNX vs. HRSMXWCMNX vs. FECGXWFEMX vs. EMPTXWFEMX vs. LCSMXWFEMX vs. IOOWFEMX vs. TEQLXWFEMX vs. EFEIXWCFOX vs. JOEMXWCFOX vs. QISIXWCFOX vs. EFAWCFOX vs. AVANXWCFOX vs. DFVQX