WCMRX - WCM Focused International Growth Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

WCM Focused International Growth Fund Investor Class

Investment Managers Ser Tr (WCM)

803 West Michigan Street

Milwaukee, WI 53233

888-988-9801
Management Information
Paul Russell Black,Lead Manager since May 30, 2011
Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and with Bank of America. At WCM, Paul has helped define the firm’s investment strategy and pilot the firm’s direction. In addition to his active role in portfolio management, he has also served as a client liaison for the communication of the firm’s investment thinking. Paul earned his BS-Finance from CA State Univ, San Diego.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Large Growth
Fund FamilyWCM Investment Management
Net Assets9.16B
YTD Return23.69%
Yield0.07%
Morningstar Rating★★★★★
Inception DateAug 30, 2011

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover21.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWCMRXCategory Average
Annual Report Expense Ratio (net)1.31%1.11%
Prospectus Net Expense Ratio1.31%N/A
Prospectus Gross Expense Ratio1.31%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.30%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection415N/A
5 Yr Expense Projection718N/A
10 Yr Expense Projection1,579N/A