The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
WCM Focused Global Growth Institutional WCMGX
- NAV / 1-Day Return 24.71 / +0.28 %
- Total Assets 494.2 Mil
-
Adj. Expense Ratio
1.050%
- Expense Ratio 1.050%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 32%
USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:17 PM GMT+0
Morningstar’s Analysis WCMGX
Will WCMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Novo Nordisk A/S Class B | 4.91 | 24.5 Mil | Healthcare |
GE Aerospace | 4.85 | 24.2 Mil | Industrials |
Arista Networks Inc | 4.16 | 20.8 Mil | Technology |
Amazon.com Inc | 4.03 | 20.1 Mil | Consumer Cyclical |
Microsoft Corp | 3.90 | 19.5 Mil | Technology |
NVIDIA Corp | 3.43 | 17.1 Mil | Technology |
Canadian Pacific Kansas City Ltd | 3.40 | 16.9 Mil | Industrials |
Entegris Inc | 3.37 | 16.8 Mil | Technology |
Intuitive Surgical Inc | 3.35 | 16.7 Mil | Healthcare |
3i Group Ord | 3.21 | 16.0 Mil | Financial Services |