WCM Focused US Opportunities (S:0P0001O5NP)
18.24
+0.98
(+5.70%)
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 27, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Evercore, Inc. | 4.45% | 326.95 | 2.51% |
| Rocket Lab Corp. | 3.93% | 65.80 | -9.43% |
| TopBuild Corp. | 3.84% | 467.97 | -0.00% |
| Charles River Laboratories International, Inc. | 3.46% | 173.53 | -1.10% |
| SharkNinja, Inc. | 3.43% | 123.00 | -3.06% |
| Axsome Therapeutics, Inc. | 3.29% | 163.72 | 0.32% |
| RadNet, Inc. | 3.27% | 71.46 | -0.87% |
| Saia, Inc. | 3.22% | 400.91 | -0.80% |
| Applied Industrial Technologies, Inc. | 3.19% | 281.76 | -0.61% |
| UMB Financial Corp. | 3.15% | 120.58 | -2.55% |
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 | -- |