WCM Investment Management

Statistics as of Apr 02, 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Value
Expense Ratio
0.99%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
2.9%
Total Assets
$3M
6M Money Flow
-$6M
Mid-Cap Blend
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.9%
3yr Return
-
1yr Return
-3.1%
Total Assets
$5M
6M Money Flow
$1M
Mid-Cap Blend
Expense Ratio
0.98%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-4.0%
3yr Return
-
1yr Return
-3.2%
Total Assets
$5M
6M Money Flow
$4M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
-5.8%
3yr Return
21.3%
1yr Return
-2.9%
Total Assets
$61M
6M Money Flow
-$9M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-9.3%
3yr Return
-5.7%
1yr Return
-9.5%
Total Assets
$41M
6M Money Flow
$6M
Foreign Large Blend
Expense Ratio
1.08%
TTM Yield
1.4%
3yr Sharpe
0.14
YTD Return
6.2%
3yr Return
21.5%
1yr Return
10.9%
Total Assets
$37M
6M Money Flow
$26M
Foreign Small/Mid Blend
Expense Ratio
1.25%
TTM Yield
1.9%
3yr Sharpe
-0.12
YTD Return
2.1%
3yr Return
7.0%
1yr Return
1.9%
Total Assets
$32M
6M Money Flow
-$10M
Foreign Small/Mid Growth
Expense Ratio
1.26%
TTM Yield
1.3%
3yr Sharpe
-0.37
YTD Return
-1.1%
3yr Return
-9.8%
1yr Return
0.6%
Total Assets
$289M
6M Money Flow
$12M
Diversified Emerging Mkts
Expense Ratio
1.26%
TTM Yield
0.0%
3yr Sharpe
-0.38
YTD Return
0.4%
3yr Return
-5.5%
1yr Return
8.1%
Total Assets
$770M
6M Money Flow
-$200M
Diversified Emerging Mkts
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$17M
6M Money Flow
$6M
China Region
Expense Ratio
1.38%
TTM Yield
2.0%
3yr Sharpe
-0.42
YTD Return
10.8%
3yr Return
-19.4%
1yr Return
16.8%
Total Assets
$2M
6M Money Flow
-$267K