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Morningstar

WCM Developing World Equity Ins WCMDX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.28  /  +0.38 %
  • Total Assets 1.9 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.46%
  • Turnover 46%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WCMDX

Will WCMDX 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 WCMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMDX 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 WCMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin WCM Developing World Equity Ins's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMDX

More WCMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

5.30 101,972
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.65 89,521
Technology

United Overseas Bank Ltd

4.60 88,497
Financial Services

Credicorp Ltd

4.02 77,430
Financial Services

HDFC Bank Ltd ADR

3.85 74,048
Financial Services

AIA Group Ltd

3.84 73,948
Financial Services

Adyen NV

3.52 67,666
Technology

Bid Corp Ltd

3.49 67,126
Consumer Defensive

Sandvik AB

3.38 65,110
Industrials

PT Telkom Indonesia (Persero) Tbk Registered Shs Series -B-

3.09 59,405
Communication Services