The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
WCM International Equity Ins WCMMX
- NAV / 1-Day Return 15.14 / +0.26 %
- Total Assets 91.0 Mil
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.91%
- Turnover 39%
USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:17 PM GMT+0
Morningstar’s Analysis WCMMX
Will WCMMX 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 38.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Canadian National Railway Co | 4.98 | 4.5 Mil | Industrials |
AstraZeneca PLC ADR | 4.28 | 3.9 Mil | Healthcare |
United Overseas Bank Ltd | 4.27 | 3.9 Mil | Financial Services |
Adyen NV | 3.94 | 3.6 Mil | Technology |
Morgan Stanley Liq Treas- Inst | 3.92 | 3.6 Mil | Cash and Equivalents |
Compass Group PLC | 3.91 | 3.6 Mil | Consumer Cyclical |
Mastercard Inc Class A | 3.71 | 3.4 Mil | Financial Services |
London Stock Exchange Group PLC | 3.60 | 3.3 Mil | Financial Services |
Iberdrola SA | 3.24 | 2.9 Mil | Utilities |
Sandvik AB | 3.11 | 2.8 Mil | Industrials |