WCM SMID Cap Growth (S:0P0001K36V)
19.21
+0.75
(+4.09%)
USD |
Jan 31 2026
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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Applied Industrial Technologies, Inc. | 2.90% | 278.74 | -1.15% |
| Evercore, Inc. | 2.86% | 305.27 | -6.97% |
| SharkNinja, Inc. | 2.70% | 124.04 | -5.05% |
| Wingstop, Inc. | 2.26% | 248.34 | -4.81% |
| Novanta, Inc. | 2.00% | 142.38 | -2.45% |
| TopBuild Corp. | 1.98% | 505.80 | -2.53% |
| Texas Roadhouse, Inc. | 1.94% | 177.93 | -0.50% |
| AAON, Inc. | 1.86% | 101.10 | -1.17% |
| Performance Food Group Co. | 1.84% | 95.79 | -2.12% |
| EastGroup Properties, Inc. | 1.76% | 191.40 | -0.79% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |