WCM Focused US Opportunities (S:0P0001O5NP)
17.26
+0.14
(+0.79%)
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 10, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Evercore, Inc. | 4.41% | 368.40 | 0.75% |
| Karman Holdings, Inc. | 3.96% | 106.04 | 4.69% |
| AAON, Inc. | 3.84% | 83.32 | 4.40% |
| Western Alliance Bancorp. | 3.82% | 90.10 | 0.42% |
| Argan, Inc. | 3.82% | 311.60 | -0.76% |
| RadNet, Inc. | 3.49% | 78.18 | -0.25% |
| Boot Barn Holdings, Inc. | 3.37% | 195.76 | 1.72% |
| Varonis Systems, Inc. | 3.29% | 35.26 | -1.38% |
| Applied Industrial Technologies, Inc. | 3.24% | 272.13 | 2.84% |
| Rambus, Inc. | 3.19% | 93.37 | 2.22% |
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 | -- |