WCM Investment Management

Statistics as of May 01, 2025

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Found total of 11 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.98%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-9.3%
3yr Return
-
1yr Return
-2.9%
Total Assets
$5M
6M Money Flow
$4M
China Region
Expense Ratio
1.38%
TTM Yield
2.1%
3yr Sharpe
-0.37
YTD Return
6.1%
3yr Return
-15.2%
1yr Return
9.1%
Total Assets
$2M
6M Money Flow
-$217K
Diversified Emerging Mkts
Expense Ratio
1.26%
TTM Yield
0.0%
3yr Sharpe
-0.14
YTD Return
2.2%
3yr Return
7.5%
1yr Return
11.0%
Total Assets
$778M
6M Money Flow
-$189M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-10.4%
3yr Return
22.4%
1yr Return
-2.7%
Total Assets
$61M
6M Money Flow
-$8M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
-11.3%
3yr Return
3.3%
1yr Return
-6.2%
Total Assets
$41M
6M Money Flow
$7M
Foreign Small/Mid Blend
Expense Ratio
1.25%
TTM Yield
1.9%
3yr Sharpe
0.23
YTD Return
7.0%
3yr Return
29.3%
1yr Return
13.5%
Total Assets
$33M
6M Money Flow
-$6M
Foreign Small/Mid Growth
Expense Ratio
1.26%
TTM Yield
1.2%
3yr Sharpe
-0.07
YTD Return
5.2%
3yr Return
9.4%
1yr Return
12.9%
Total Assets
$312M
6M Money Flow
$21M
Foreign Large Blend
Expense Ratio
1.08%
TTM Yield
1.3%
3yr Sharpe
0.39
YTD Return
9.1%
3yr Return
37.6%
1yr Return
18.0%
Total Assets
$38M
6M Money Flow
$26M
Diversified Emerging Mkts
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
15.4%
Total Assets
$19M
6M Money Flow
$5M
Large Value
Expense Ratio
0.99%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-1.5%
3yr Return
-
1yr Return
1.4%
Total Assets
$1M
6M Money Flow
-$7M
Mid-Cap Blend
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.2%
3yr Return
-
1yr Return
-2.8%
Total Assets
$5M
6M Money Flow
$1M