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Morningstar

WCM China Quality Growth Investor WCQGX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 8.71  /  −0.11 %
  • Total Assets 2.7 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 57%

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

Morningstar’s Analysis WCQGX

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

  • People Pillar

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

A strong management team and sound investment process underpin WCM China Quality Growth Investor'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCQGX

More WCQGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

9.26 234,830
Communication Services

Taiwanese Dollar

5.61 142,344
Cash and Equivalents

Shenzhou International Group Holdings Ltd

5.00 126,862
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

4.64 117,720
Consumer Defensive

TravelSky Technology Ltd Class H

4.06 102,953
Technology

Li Ning Co Ltd

3.88 98,328
Consumer Cyclical

Fuyao Glass Industry Group Co Ltd Shs -H- Unitary 144A/Reg S

3.73 94,638
Consumer Cyclical

Warom Technology Inc Co Class A

3.46 87,665
Industrials

Zhejiang Jiemei Electronic & Technology Co Ltd Class A

3.39 85,869
Basic Materials

Techtronic Industries Co Ltd

3.22 81,714
Industrials