WCMLX

ActiveMin. $1M

WCM Small Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.99%
Annual Cost per $10K
$99.00
30-Year Fee Drag per $10K
$18,525
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+6.18%

Asset Allocation

US Equity
93%
Intl Equity
1%
Cash
4%
Other
2%

Fee Comparison

WCMLX
0.99%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

7% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+26.06%3Y
Compare to

Fee Impact Calculator

$
%
WCMLX at 0.99%$287,988
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$92,624
Cost vs index fund−$89,436

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
WCMLXWCM Small Cap Growth Fund0.99%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.0.69%
QCGRFXCollege Retirement Equities Fund - Growth Account
OIEFXJPMorgan Equity Income Fund0.95%
PRGFXT. Rowe Price Growth Stock Fund, Inc.0.65%
MEGRXMFS Growth Fund1.08%
JGACXJPMorgan Growth Advantage Fund0.99%
PRBLXParnassus Core Equity Fund0.82%
JHQAXJPMorgan Hedged Equity Fund0.82%
OAZMXOakmark Fund0.63%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
HRCAXHarbor Capital Appreciation Fund0.92%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
JVMAXDisciplined Value Mid Cap Fund0.74%
TRGOXT. Rowe Price Large-Cap Growth Fund0.70%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
COWZPacer US Cash Cows 100 ETF0.49%
PLCGXLargeCap Growth Fund I0.94%
FLMVXJPMorgan Mid Cap Value Fund1.09%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
TWCUXUltra Fund0.89%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
EGFSXEdgewood Growth Fund1.25%
JGAQXJPMorgan Value Advantage Fund0.99%
GETGXVictory Sycamore Established Value Fund0.89%
OAZLXOakmark Select Fund0.73%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
PARBXT. Rowe Price Retirement 2020 Fund0.77%
PGORXPutnam Large Cap Growth Fund0.93%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
CCIFXColumbia Seligman Technology and Information Fund0.91%
CIPMXChamplain MidCap Fund1.09%
PLFMXLargeCap S&P 500 Index Fund1.29%
SHAPXClearBridge Appreciation Fund0.91%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
JENIXThe Jensen Quality Growth Fund Inc1.26%
SVFIXSmead Value Fund0.90%
DCZRXMacquarie Small Cap Core Fund0.68%
JAGKX500 Index Trust0.50%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
HGISXHARTFORD CORE EQUITY FUND0.76%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
OWACXOld Westbury All Cap Core Fund0.96%
GTENXGateway Fund0.65%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
CREFXCohen & Steers Real Estate Securities Fund0.75%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
JGAVXJPMorgan U.S. Value Fund0.94%
ILGRXMacquarie Large Cap Growth Fund0.89%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
IGViShares Expanded Tech-Software Sector ETF0.39%
DVZRXMacquarie Small Cap Value Fund0.70%
AQEAXColumbia Disciplined Core Fund0.94%
VASVXVANGUARD SELECTED VALUE FUND0.42%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
CEYRXCalvert Equity Fund0.58%
FKUQXFranklin Utilities Fund0.81%
SSSVXState Street Equity 500 Index Fund0.47%
SUWAXDWS Core Equity Fund0.83%
CGWRXColumbia Cornerstone Growth Fund0.97%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
JSECXJPMorgan Small Cap Equity Fund1.24%
ACILXHeritage Fund0.65%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
TIRTXNuveen Large Cap Growth Fund0.74%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
BMDSXBaird Mid Cap Growth Fund1.06%
FSRPXSelect Retailing Portfolio0.64%
FMIMXFMI Common Stock Fund0.98%
FGRAXFranklin Growth Opportunities Fund0.94%
PABVXMidCap Value Fund I1.19%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
SPIAXInvesco S&P 500 Index Fund0.54%
TWCIXSelect Fund0.90%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
CALRXCalvert Small Cap Fund0.86%
CIPSXChamplain Small Company Fund1.24%
VVIPXVoya VACS Index Series S Portfolio
AFDAXLarge Cap Equity Fund1.04%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
RESRXU.S. Strategic Equity Fund0.70%
PRUQXPGIM Jennison Utility Fund0.49%
USAAXVictory Growth Fund0.89%
BIAGXBrown Advisory Growth Equity Fund0.84%
PTLCPacer Trendpilot US Large Cap ETF0.60%
PPAInvesco Aerospace & Defense ETF0.58%
LGILXSchwab Select Large Cap Growth Fund0.73%
VCSTXScience & Technology Fund0.91%
TRRAXT. Rowe Price Retirement 2010 Fund0.49%
BAUAXBrown Advisory Small-Cap Fundamental Value Fund1.01%
FFUAXSelect Utilities Portfolio0.70%
TGIRXThornburg International Equity Fund0.70%
CMUCXColumbia Select Mid Cap Value Fund0.88%
LMLSXClearBridge Large Cap Value Fund0.55%
PHEFXT. Rowe Price Hedged Equity Fund0.75%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free