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WCMLX
Mutual Fund ticker: NASDAQ
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WCM Small Cap Growth Institutional (WCMLX) Ownership - Who owns WCM Small Cap Growth Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
0.99
Min. Initial Investment
100000.00
Fund Existence
over 5 years
Turnover
83.00
Front Load
N/A
Net Assets
43371056.00
Manager Tenure
N/A

Fundamentals

WCMLX
Net Assets
43.4M
Fund Existence
over 5 years
Turnover
83.00
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.79
Assets in Top Ten Holdings
8.58M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
43.3M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.99
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
68.00
Number of Net Holdings
68.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
23.06%
Gain YTD
-4.821
Annual Yield % from dividends
0.00
Returns for 1 year
-2.63
Returns for 3 years
15.47
Returns for 5 years
33.33
Returns for 10 years
N/A
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com