WCM Small Cap Growth Fund Institutional (WCMLX)
14.12
+0.06
(+0.43%)
USD |
Dec 04 2025
WCMLX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.94% |
| Stock | 96.38% |
| Bond | 1.78% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.10% |
Market Capitalization
As of September 30, 2025
| Large | 0.93% |
| Mid | 1.98% |
| Small | 97.08% |
Region Exposure
| Americas | 96.93% |
|---|---|
|
North America
|
95.40% |
| United States | 95.40% |
|
Latin America
|
1.53% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.34% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.34% |
| Israel | 1.34% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.73% |
|---|
Stock Sector Exposure
| Cyclical |
|
29.18% |
| Materials |
|
1.28% |
| Consumer Discretionary |
|
18.20% |
| Financials |
|
8.02% |
| Real Estate |
|
1.68% |
| Sensitive |
|
46.04% |
| Communication Services |
|
0.00% |
| Energy |
|
1.16% |
| Industrials |
|
24.40% |
| Information Technology |
|
20.48% |
| Defensive |
|
21.06% |
| Consumer Staples |
|
3.68% |
| Health Care |
|
17.38% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.72% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
3.72% |
As of September 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |