Fund Evaluator:
WCM Select Global Growth Investor (WCSGX)
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Best Performing in Global Large-Stock Growth Over the Last Year
| 28.7% | Fidelity Advisor Climate Action Z (FCLZX) |
| 28.6% | Fidelity Climate Action (FCAEX) |
| 27.7% | T. Rowe Price Global Stock (PRGSX) |
| 23.1% | Fidelity Advisor Worldwide Z (FIQOX) |
| 23.0% | Fidelity Worldwide (FWWFX) |
Fund Details
WCM Select Global Growth Investor Overview
WCM Select Global Growth Investor (WCSGX) is an actively managed International Equity Global Large-Stock Growth fund. WCM Investment Management launched the fund in 2026.
The investment seeks long-term capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing in the equity securities of companies located throughout the world, including the United States. The fund’s investments in equity securities may include common stock and depositary receipts.ADRs and CDRs are receipts that represent interests in foreign securities held on deposit by U.S. and Canadian banks or trust companies, respectively.
About WCM Select Global Growth Investor (WCSGX)
There are 2 members of the management team with an average tenure of 0.50 years: Sanjay Ayer (2026), MIchael Hayward (2026). Management tenure is more important for actively managed funds than passive index funds.
WCM Select Global Growth Investor has 35 securities in its portfolio. The top 10 holdings constitute 46.9% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
WCM Select Global Growth Investor is part of the Equity global asset class and is within the International Equity fund group. WCM Select Global Growth Investor has 54.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 36.8%. There is 54.5% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WCM Select Global Growth Investor has 0.0% of the portfolio in cash.
Assets Under Management
The fund has $279 million in total assets, which is below the $988 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
WCSGX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WCM Select Global Growth Investor expense ratio is high compared to funds in the Global Large-Stock Growth category. WCM Select Global Growth Investor has an expense ratio of 1.25%, which is 12% higher than its category average, making the fund expense ratio grade a D. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. A portfolio turnover rate cannot be currently calculated for WCM Select Global Growth Investor. By way of comparison, the average portfolio turnover is 47% for the Global Large-Stock Growth category.
Recently, in the month of July 2026, WCM Select Global Growth Investor returned -4.5%, which earned it a grade of D, as the Global Large-Stock Growth category had an average return of -2.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
WCM Select Global Growth Investor has a trailing yield of 0.00%, which is below the 0.27% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
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WCSGX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WCSGX Return (NAV) | -4.5% | 3.4% | na | na | na | na |
| WCSGX Grade | D | C | na | na | na | na |
| +/- Category | -2.1% | 0.6% | na | na | na | na |
| Global Large-Stock Growth Avg | -2.4% | 2.8% | 11.6% | 14.6% | 6.2% | 12.1% |
| WCSGX Tax Cost Ratio | na | na | na | na | na | na |
WCSGX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WCSGX Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| WCSGX Grade | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Global Large-Stock Growth Avg | 6.0% | 16.3% | 17.6% | 25.4% | -26.8% | 14.8% | 33.0% | 30.7% | -7.1% | 30.9% | 1.5% |
| Risk Measures | |
| Standard Deviation: | na |
| Total Risk Index: | na |
| Category Risk Index: | na |
| Category Risk Grade: | |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Growth |
| Bond Investment Style: | na |
| Yield: | -- |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $5 Mil |
| Fund Total Assets: | $ 0 Mil |
| Share Class Type: | Inv |
| Portfolio Turnover: | na |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 0.5 years | |||
| Average Tenure: 0.5 years | |||
| Managers (Year): Ayer Sanjay (2026), Hayward MIchael (2026) | |||
Portfolio Composition (as of 3/31/26)
| # of Holdings: | 35 |
| % in Top 10 Holdings: | 46.9% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 54.5% |
Portfolio Allocation |
|
| Domestic Stock: | 36.8% |
| Foreign Stock: | 54.5% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 8.6% |
| Cash: | 0.0% |
Purchase Information
| Fund Family: | WCM Investment Management |
| Phone Number: | 888-988-9801 |
| Website: | http://www.lsthetafund.com/ |
| Status: | Open |
| Inception Date: | January 30, 2026 |
| Min. Initial Purchase: | $1,000 |
| Min. Initial IRA Purchase: | $1,000 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.25% |
Expenses and Fees | |
| Expense Ratio (%): | 1.25% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.12% |
| Share Class: | WCM Select Global Growth Institutional |
| Min. Subsequent Purchase: | $ 100 |
| Min. Subsequent IRA Purchase: | $ 100 |
