WCM SMID Cap Growth (S:0P0001K36V)
18.46
-0.13
(-0.69%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 11, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Semtech Corp. | 3.00% | 77.79 | 7.76% |
| Applied Industrial Technologies, Inc. | 2.98% | 272.25 | 2.88% |
| Evercore, Inc. | 2.86% | 369.01 | 0.91% |
| Wingstop, Inc. | 2.41% | 274.00 | 1.98% |
| Rambus, Inc. | 2.38% | 93.38 | 2.23% |
| AAON, Inc. | 2.30% | 83.32 | 4.40% |
| Performance Food Group Co. | 2.18% | 90.91 | 2.82% |
| ServiceTitan, Inc. | 2.15% | 109.23 | 4.88% |
| SharkNinja, Inc. | 2.09% | 120.49 | -1.99% |
| Karman Holdings, Inc. | 1.99% | 106.22 | 4.88% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |