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WCM Investment Management | Focused Small Cap Fund | CUSIP - 46143U401 Share Class - Institutional Inception Date - October 30, 2019 Minimum Initial Investment - Regular Accounts $100,000 - Automatic Investment Plan $5,000 Capital Gains / Dividends - Annually Fees - No short-term.
Funds
  • Focused International Growth Fund
  • Focused Global Growth Fund
  • Focused Emerging Markets Fund
  • International Small Cap Growth Fund
  • Focused Small Cap Fund
  • Small Cap Growth Fund
Focused Small Cap Fund WCMFX | WCMJX
WCMFX

CUSIP
46143U401

Share Class
Institutional

Inception Date
October 30, 2019

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 1.64%
*Net 1.25%

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

WCMJX

CUSIP
46143U302

Share Class
Investor

Inception Date
October 30, 2019

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 1.89%
*Net 1.50%

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 1.50% and 1.25% of average daily net assets of the Fund's Institutional Class and Investor Class shares, respectively. This agreement is in effect until August 31, 2021, 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 are accompanied on the page above and included the Fund's investment objectives, risks, charges and expenses, and other information.

The securities of small or mid-capitalization companies may be subject to more abrupt market movements and may have lower trading volumes or more erratic trading than securities of larger, more established companies in general. 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.