WCM Investment Management

Statistics as of May 27, 2025

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Found total of 10 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-7.0%
3yr Return
-
1yr Return
-4.2%
Total Assets
$5M
6M Money Flow
$4M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.9%
3yr Return
-
1yr Return
-4.1%
Total Assets
$5M
6M Money Flow
$1M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-7.3%
3yr Return
23.5%
1yr Return
-3.6%
Total Assets
$61M
6M Money Flow
-$8M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
-7.2%
3yr Return
10.6%
1yr Return
-4.0%
Total Assets
$42M
6M Money Flow
$7M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.39
YTD Return
16.6%
3yr Return
44.3%
1yr Return
19.3%
Total Assets
$40M
6M Money Flow
$26M
Foreign Small/Mid Blend
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.23
YTD Return
17.1%
3yr Return
47.1%
1yr Return
18.5%
Total Assets
$36M
6M Money Flow
-$6M
Foreign Small/Mid Growth
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-0.07
YTD Return
14.3%
3yr Return
23.9%
1yr Return
16.3%
Total Assets
$339M
6M Money Flow
$21M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.14
YTD Return
11.1%
3yr Return
19.7%
1yr Return
15.6%
Total Assets
$819M
6M Money Flow
-$189M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
14.9%
3yr Return
-
1yr Return
23.3%
Total Assets
$21M
6M Money Flow
$5M
China Region
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.37
YTD Return
9.3%
3yr Return
-11.0%
1yr Return
8.7%
Total Assets
$2M
6M Money Flow
-$217K