WSGGX Mutual Fund

WSGGX Mutual Fund

NAV$9.87
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Fund Essentials - as of Jun 30, 2026

Net Assets
$46M
Expense Ratio
1.00%
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

WSGGX Mutual Fund Overview

WSGGX Mutual Fund (WCM Select Global Growth Fund Institutional Class) is managed by WCM Investment Management with $46.2M in net assets. WSGGX expense ratio is 1.00%, holding 41 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2026-01-30.

WSGGX performance shows data across multiple time periods..

WSGGX 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 WSGGX holdings, WSGGX sectors, or WSGGX dividends.

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