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Morningstar

WCM Developing World Equity Inv WCMUX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.19  /  −0.08 %
  • Total Assets 1.9 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.94%
  • Turnover 46%

USD | NAV as of Jun 10, 2024 | 1-Day Return as of Jun 10, 2024, 10:15 PM GMT+0

Morningstar’s Analysis WCMUX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMUX

More WCMUX 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