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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.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: WCM Investment Management
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
WCFOX
WCM Focused International Opportunities FundForeign Small & Mid Cap EquitiesMar 29, 20211.50%
2.62%
0.23%
WCM Focused International Growth FundForeign Large Cap EquitiesMay 30, 20111.04%
13.84%
9.67%
0.57%
WCM Focused Small Cap FundSmall Cap Value EquitiesOct 30, 20191.25%
13.41%
0.71%
WCM Small Cap Growth FundSmall Cap Growth EquitiesOct 30, 20191.24%
5.66%
0.00%
WCM International Small Cap Growth FundForeign Small & Mid Cap EquitiesNov 29, 20151.25%
5.51%
0.00%
WCM Sustainable Developing World FundEmerging Markets DiversifiedMar 30, 20201.50%
5.08%
0.92%
WCM China Quality Growth FundChina EquitiesMar 30, 20201.50%
-15.55%
0.97%
WCM Sustainable International FundForeign Large Cap EquitiesMar 30, 20201.50%
6.88%
2.77%
WCM Focused Emerging Markets FundEmerging Markets DiversifiedJun 27, 20131.50%
6.49%
4.22%
0.14%
WCM Focused Global Growth FundGlobal EquitiesJun 27, 20131.30%
21.09%
12.11%
0.00%
WCM Focused International Value FundForeign Large Cap EquitiesJun 28, 20201.50%
13.97%
0.57%

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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.

0%Annualized Volatility0%Annualized Return

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