WCM Small Cap Growth Fund
Shareclass
WCM Small Cap Growth Investor (WCMNX)
Type
Open-end mutual fund
Manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,386 out of 2,554 funds
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Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WCM Small Cap Growth Fund WCMNX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. WEX Inc1.87% of assets$758,434 invested
- 2. Halozyme Therapeutics Inc1.38% of assets$562,150 invested
- 3. Primerica Inc1.96% of assets$796,346 invested
- 4. Planet Fitness Inc Class A2.03% of assets$824,279 invested
- 5. Novanta Inc1.41% of assets$574,110 invested
- 6. Ultragenyx Pharmaceutical Inc0.54% of assets$219,311 invested
- 7. Penumbra Inc1.24% of assets$501,795 invested
- 8. Freshpet Inc1.9% of assets$773,134 invested
- 9. IAC Inc Ordinary Shares - New1.48% of assets$601,976 invested
- 10. Tetra Tech Inc1.46% of assets$592,540 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. FTAI Aviation Ltd1.19% of assets$481,958 invested
- 2. RadNet Inc1.37% of assets$556,206 invested
- 3. Vaxcyte Inc Ordinary Shares0.67% of assets$271,448 invested
- 4. Varonis Systems Inc1.77% of assets$720,655 invested
- 5. Surgery Partners Inc1.04% of assets$424,522 invested
- 6. Evercore Inc Class A1.71% of assets$693,807 invested
- 7. Stride Inc1.98% of assets$802,859 invested
- 8. Five9 Inc1.96% of assets$796,300 invested
- 9. Klaviyo Inc Class A common stock1.16% of assets$470,920 invested
- 10. Boot Barn Holdings Inc1.93% of assets$785,517 invested
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Financial performance
Performance data provided by
Find more financial data on WCMNX at Morningstar.com
Find more financial data on WCMNX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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