WCM International Equity Ins (WCMMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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WCM International Equity Ins
Milwaukee, WI 53233
803 West Michigan Street
Investment Managers Ser Tr (WCM)
(414) 299-2295
Management information
,Lead manager since 29 June 2021
Rob Quirk began his investment career in 2008. He joined the Advisor in 2018 as a Business Analyst and has served as Portfolio Manager and Business Analyst since 2021. He is a member of the firm’s ISG and his primary responsibilities include portfolio management and equity research for the firm’s global ESG strategies. Since he began his investment career in 2008, Mr. Quirk’s experience includes a position as Equity Research Analyst at Thornburg Investment Management. Prior to that, he also worked with Thornburg’s Sales and Marketing groups. Mr. Quirk graduated from Southern Methodist University (Texas) with a B.B.A. in Finance.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Growth
Fund familyWCM Investment Management
Net assets90.37M
YTD return2.94%
Yield0.88%
Morningstar rating★★★★
Inception date30 Mar 2020
Fund operations
Last dividend0.13
Last cap gain9.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseWCMMXCategory average
Annual report expense ratio (net)1.10%1.05%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.73%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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