Nasdaq - Delayed Quote USD

WCM International Small Cap Growth Instl (WCMSX)

20.90 +0.10 (+0.48%)
At close: 8:01 PM EST

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
50
Min Subsequent Investment, AIP
25

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • JPMorgan
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Ameriprise SPS Advantage
  • Raymond James
  • Raymond James WRAP Eligible
  • Raymond James Recommended
  • Commonwealth Universe
  • Ameriprise Financial
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities or depository receipts of small capitalization companies domiciled outside of the United States, including in emerging and frontier market countries. The fund invests in the securities of companies located in different countries and in at least three different countries.

Fund Overview

Category Foreign Small/Mid Growth
Fund Family WCM Investment Management
Net Assets 271.93M
YTD Return 3.22%
Yield 0.00%
Morningstar Rating
Inception Date Nov 30, 2015

Performance & Risk

YTD Return 4.37%
5y Average Return 7.88%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

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