WCSGX Mutual Fund

WCSGX Mutual Fund

NAV$9.85
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Fund Essentials - as of Jun 30, 2026

Net Assets
$451,614.81
Expense Ratio
1.25%
Dividend Yield (Current)
-
Holdings
41
Inception Date
Jan 30, 2026
Fund Family
WCM Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 94.19%
Bonds: 5.33%
Other: 0.48%
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Top Holdings

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TickerNameWeight
ENR1N:MUSiemens Energy Ag7.98%
402340:KRSk Square6.38%
RR:LNRolls Royce Holdings Plc Common Stock Gbp.25.89%
APPAppLovin Corp. Com Cl A5.68%
-Morgan Stanley Liq Treas- Inst 07/01/20265.38%
Top 10 Concentration: 49.47%Report Date: Jun 30, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WCSGX Mutual Fund Overview

WCSGX Mutual Fund (WCM Select Global Growth Fund Investor Class) is managed by WCM Investment Management with $451,614.81 in net assets. WCSGX expense ratio is 1.25%, holding 41 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2026-01-30.

WCSGX performance shows data across multiple time periods..

WCSGX top holdings include Siemens Energy Ag (8.0%), Sk Square (6.4%), Rolls Royce Holdings Plc Common Stock Gbp.2 (5.9%), AppLovin Corp. Com Cl A (5.7%), Morgan Stanley Liq Treas- Inst 07/01/2026 (5.4%). Go to all WCSGX holdings, WCSGX sectors, or WCSGX dividends.

WCSGX can be compared against other funds. Use WCSGX overlap to find shared positions, or WCSGX vs another fund for a side-by-side view. WCSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.