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WCM Focused International Growth Instl WCMIX

Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 24.55  /  +1.91 %
  • Total Assets 18.2 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Limited
  • TTM Yield
  • Turnover 33%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WCMIX

Will WCMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Worthy of top honors.

Analyst David Carey

David Carey

Analyst

Summary

WCM International Growth’s deep team and proven approach make it a topnotch international equity offering.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WCMIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

5.74 1.0 Bil
Healthcare

Canadian Pacific Kansas City Ltd

5.22 913.3 Mil
Industrials

Icon PLC

4.53 792.9 Mil
Healthcare

Atlassian Corp A

4.37 764.6 Mil
Technology

MercadoLibre Inc

4.37 764.5 Mil
Consumer Cyclical

Ferrari NV

4.36 763.1 Mil
Consumer Cyclical

Adyen NV

3.89 679.5 Mil
Technology

BAE Systems PLC

3.30 576.9 Mil
Industrials

ASM International NV

3.14 548.7 Mil
Technology

Ferguson PLC

3.11 544.6 Mil
Industrials