WCM International Small Cap Growth Instl

Frequently Asked Questions About WCMSX

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 $297.6M 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WCMSX's is 1.26%) in exchange for the discretion to over- or under-weight positions.

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.