WCM Mutual Funds List
Here you can find all mutual funds issued by WCM and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 1.34%
- Avg. 1 Year Return
- 15.09%
- Avg. 5 Year Return
- 2.81%
- Median Risk/Return Score
- 20 / 100
WCM Mutual Funds List
2 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 Growth Fund | Foreign Large Cap Equities | May 30, 2011 | 1.04% | 12.14% | 11.09% | 5.11% | 20 | ||||||||
| WCM Focused International Value Fund | Foreign Large Cap Equities | Jun 28, 2020 | 1.50% | 12.57% | — | 1.95% | 63 |
Explore top WCM Mutual Fund Categories and Asset Classes
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 Mutual funds by Risk/Return Score
The top WCM Mutual funds by PortfoliosLab Risk/Return Score are WLIVX (63) and WFEMX (36).
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 International Value Fund | 63 | — | Jun 2020 | |
| WCM Focused Emerging Markets Fund | 36 | — | Jun 2013 | |
| WCM Focused Global Growth Fund | 36 | — | Jun 2013 | |
| WCM Focused Emerging Markets Fund Institutional Cl... | 35 | — | Jun 2013 | |
| WCM Focused International Growth Fund | 20 | — | May 2011 |
Best-Performing WCM Mutual funds Over 5 Years
The top WCM Mutual funds is WLIVX (10.02%).
Across the lineup, WCM Mutual funds show an average 1-year return of 15.09% and an average 5-year return of 2.81%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| WCM Focused International Value Fund | 10.02% | — | Jun 2020 | |
| WCM Focused Global Growth Fund | 9.62% | — | Jun 2013 | |
| WCM Focused International Growth Fund | 4.38% | — | May 2011 | |
| WCM Focused International Opportunities Fund | 4.13% | — | Mar 2021 | |
| WCM Focused Emerging Markets Fund Institutional Cl... | 3.34% | — | Jun 2013 |
Lowest-Cost WCM Mutual funds
The top WCM Mutual funds is WCMIX (1.04%).
With an average expense ratio of 1.34%, WCM 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 Emerging Markets Fund Institutional Cl... | 1.26% | — | Jun 2013 | |
| WCM Focused Global Growth Fund | 1.30% | — | Jun 2013 |
Highest-Yield WCM Mutual funds
The top WCM Mutual funds is WCQGX (7.14%).
Across the lineup, WCM Mutual funds show an average dividend yield of 2.18%, 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 | 7.14% | — | Mar 2020 | |
| WCM Focused International Growth Fund | 5.11% | — | May 2011 | |
| WCM Focused Global Growth Fund | 3.46% | — | Jun 2013 | |
| WCM Focused International Value Fund | 1.95% | — | Jun 2020 | |
| WCM Small Cap Growth Fund | 0.91% | — | Oct 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.