- What does WCMSX invest in?
- This fund typically invests a substantial portion, at least 80% of its total assets, in stocks or similar ownership instruments of smaller, non-U.S. based companies. This includes businesses operating in rapidly developing emerging markets and less-developed frontier economies. To ensure diversification, the fund's holdings are spread across companies located in multiple countries, with investments made in at least three different nations.
- What is the expense ratio of WCMSX?
- WCM International Small Cap Growth Instl (WCMSX) charges an expense ratio of 1.26%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WCMSX?
- WCM International Small Cap Growth Instl (WCMSX) manages $321.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WCMSX actively managed or an index fund?
- WCMSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WCMSX launched?
- WCM International Small Cap Growth Instl (WCMSX) launched in November 2015 and is managed by WCM.
- How has WCMSX performed?
- WCMSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
