WCM Investment Management

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 11 distinct funds
Download top 1000 CSV
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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Value
Expense Ratio
0.99%
TTM Yield
3.5%
3yr Sharpe
-
YTD Return
-4.9%
3yr Return
-
1yr Return
-3.6%
Total Assets
$3M
6M Money Flow
-$6M
Foreign Small/Mid Blend
Expense Ratio
1.25%
TTM Yield
2.2%
3yr Sharpe
-0.12
YTD Return
-8.6%
3yr Return
-5.3%
1yr Return
-8.4%
Total Assets
$29M
6M Money Flow
-$10M
China Region
Expense Ratio
1.38%
TTM Yield
2.2%
3yr Sharpe
-0.42
YTD Return
2.3%
3yr Return
-26.8%
1yr Return
8.4%
Total Assets
$2M
6M Money Flow
-$267K
Foreign Large Blend
Expense Ratio
1.08%
TTM Yield
1.5%
3yr Sharpe
0.14
YTD Return
-5.0%
3yr Return
7.9%
1yr Return
-0.4%
Total Assets
$33M
6M Money Flow
$26M
Foreign Small/Mid Growth
Expense Ratio
1.26%
TTM Yield
1.5%
3yr Sharpe
-0.37
YTD Return
-9.7%
3yr Return
-19.2%
1yr Return
-8.3%
Total Assets
$267M
6M Money Flow
$12M
Mid-Cap Blend
Expense Ratio
0.98%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
-13.0%
3yr Return
-
1yr Return
-11.9%
Total Assets
$4M
6M Money Flow
$4M
Diversified Emerging Mkts
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
-9.9%
3yr Return
-
1yr Return
-2.2%
Total Assets
$15M
6M Money Flow
$6M
Diversified Emerging Mkts
Expense Ratio
1.26%
TTM Yield
0.0%
3yr Sharpe
-0.38
YTD Return
-8.5%
3yr Return
-15.0%
1yr Return
-1.4%
Total Assets
$704M
6M Money Flow
-$200M
Small Blend
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
-14.0%
3yr Return
10.7%
1yr Return
-10.9%
Total Assets
$57M
6M Money Flow
-$9M
Small Growth
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-19.8%
3yr Return
-17.2%
1yr Return
-19.4%
Total Assets
$37M
6M Money Flow
$6M
Mid-Cap Blend
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-12.9%
3yr Return
-
1yr Return
-11.8%
Total Assets
$4M
6M Money Flow
$1M