WCM Small Cap Growth Investor (WCMNX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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WCM Small Cap Growth Investor
Milwaukee, WI 53233
803 West Michigan Street
Investment Managers Ser Tr (WCM)
(414) 299-2295
Management information
Chad E. Hoffman,Lead manager since 29 October 2019
Chad joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our US small-cap and SMID-cap growth strategies. Since the start of his investment career in 1998, Chad’s experience includes a position as Assistant Portfolio Manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners. Chad also served as Equity Research Analyst at both Kennedy Capital Management and Missouri Valley Partners, with significant experience following the Information Technology sector. Chad graduated summa cum laude from Saint Louis University (Missouri) with a B.S. 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
CategorySmall Growth
Fund familyWCM Investment Management
Net assets45.16M
YTD return7.05%
Yield0.00%
Morningstar rating★★★
Inception date29 Oct 2019
Fund operations
Last dividendN/A
Last cap gain0.00
Holdings turnover48.00%
Average for categoryN/A
Fees and expenses
ExpenseWCMNXCategory average
Annual report expense ratio (net)0.99%1.21%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio1.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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