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Wcm International Small Cap Growth Fund - Institutional Class: (MF: WCMSX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 05:49 PM ET
$24.16 USD
+0.21 (0.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.45 | 80 |
| 3 months | -5.37 | 99 |
| 6 months | 3.80 | 87 |
| 1 Year | 17.07 | 78 |
| 3 Year | 13.50 | 60 |
| 5 Year | 2.55 | 81 |
| 10 Year | 11.66 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 23.52 |
| 5 Year | 5.51 |
| 10 Year | NA |
| Since Inception | 12.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.08 | 27.67 | 1.90 | NA |
| 2024 | 2.82 | -1.49 | 5.14 | -2.04 |
| 2023 | 8.61 | 3.57 | -6.90 | 16.73 |
| 2022 | -20.21 | -25.60 | -11.35 | 10.00 |
| 2021 | -0.44 | 11.77 | 5.06 | -0.27 |
| 2020 | -20.87 | 43.49 | 13.50 | 20.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.45 | 4.32 | 22.25 | -42.12 | 16.59 | 55.33 | 43.99 | -8.81 | 42.34 | -0.29 |
| % Total Return Rel to Index | -8.86 | -0.02 | 3.39 | -25.63 | -0.77 | 49.89 | 25.56 | 7.32 | 20.54 | 1.58 |
| % Total Return Rel to Peer | -6.72 | -0.22 | 7.43 | -22.40 | 10.16 | 40.60 | 21.66 | 7.21 | 13.42 | -3.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.24 | 1.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.92 | 0.73 | 0.00 | 0.50 | 0.15 | 0.00 |
| Expense Ratio | 1.25 | 1.26 | 1.25 | 1.25 | 1.25 | 1.25 | 1.40 | 1.40 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%