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Morningstar

WCM Focused Emerging Mkts Ex Chn Inv WCFEX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.41  /  −0.74 %
  • Total Assets 7.2 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.03%
  • Turnover 37%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WCFEX

Will WCFEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCFEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCFEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin WCM Focused Emerging Mkts Ex Chn Inv's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCFEX

More WCFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.68 540,332
Technology

Samsung Electronics Co Ltd

5.39 379,437
Technology

Umb Money Market Ii Special

5.37 377,618
Cash and Equivalents

ALDREES Petroleum & Transport Services Co

4.21 296,205
Consumer Cyclical

Nu Holdings Ltd Ordinary Shares Class A

3.58 252,105
Financial Services

Celestica Inc Ordinary Shares (Subordinate Voting)

3.56 250,765
Technology

Bupa Arabia for Cooperative Insurance Co

3.08 216,709
Financial Services

Fabrinet

2.73 192,233
Technology

ICICI Bank Ltd

2.68 188,608
Financial Services

PT Bank Central Asia Tbk

2.58 181,483
Financial Services