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WCM Investment Management | Focused ESG Emerging Markets Fund | CUSIP - 46143U856 Share Class - Institutional Inception Date - March 31, 2020 Minimum Initial Investment - Regular Accounts $100,000 - Automatic Investment Plan $5,000 Capital Gains / Dividends - Annually Fees - No short-term r.
Funds
  • Focused International Growth Fund
  • Focused Global Growth Fund
  • Focused Emerging Markets Fund
  • International Small Cap Growth Fund
  • China Quality Growth Fund
  • Focused Small Cap Fund
  • Small Cap Growth Fund
  • Focused ESG International Fund
  • Focused ESG Emerging Markets Fund
  • Focused International Value Fund
Focused ESG Emerging Markets Fund WCMDX | WCMUX
WCMDX

CUSIP
46143U856

Share Class
Institutional

Inception Date
March 31, 2020

Minimum Initial Investment
Regular Accounts $100,000
Automatic Investment Plan $5,000

Capital Gains / Dividends
Annually

Fees
No short-term redemption fees or load fees

Expense Ratio
Gross 70.93%
*Net 1.29%

Advisor
WCM Investment Management
281 Brooks Street
Laguna Beach, CA 92651

WCMUX

CUSIP
46143U864

Share Class
Investor

Inception Date
March 31, 2020

Minimum Initial Investment
Regular Accounts $1,000
Automatic Investment Plan $100

Capital Gains / Dividends
Annually

Fees
No short-term redemption fees or load fees; 0.25% 12b-1 fee

Expense Ratio
Gross 71.18%
*Net 1.54%

Advisor
WCM Investment Management
281 Brooks Street
Laguna Beach, CA 92651

*The Fund's advisor has contractually agreed to waive its fees and/or pay for operating expenses of the Fund to ensure that the total annual fund operating expenses do not exceed 1.25% and 1.50% of average daily net assets of the Fund's Institutional Class and Investor Class shares, respectively. This agreement is in effect until August 31, 2030, and it may be terminated before that date only by the Trust's Board of Trustees.

IMPORTANT INFORMATION

The Fund's prospectus and summary prospectus links are available above and included the Fund's investment objectives, risks, charges and expenses, and other information.

Foreign investments present risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. These risks are magnified in emerging markets. From time to time, the Fund may invest a large portion of its assets in companies in one or more sectors, and thus may be more susceptible to negative events affecting those sectors than other mutual funds.

Distributed by Natixis Distribution, L.P.