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Morningstar

WCM Focused Emerging Mkts Ex Chn Inst WCMWX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.43  /  −0.59 %
  • Total Assets 7.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 37%

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

Morningstar’s Analysis WCMWX

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

  • People Pillar

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

A sound investment process and strong management team underpin WCM Focused Emerging Mkts Ex Chn Inst'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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMWX

More WCMWX 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