WCM Focused International Growth Fund Institutional Class WCMIX

Morningstar Medalist Rating
  • NAV / 1-Day Return $26.73  /  +0.64 %
  • Fund Size $20.6B
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Limited
  • TTM Yield 0.74%
  • Turnover Ratio 23%

Morningstar’s Analysis WCMIX

Will WCMIX outperform in the future?

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

A first-rate international equity option.

Analyst David Carey

David Carey

Analyst

Summary

WCM Focused International Growth’s formidable team and topnotch approach earn High People and Process ratings.

Rated on Published on

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Portfolio Holdings WCMIX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.65 2B
Technology

Siemens Energy AG Ordinary Shares

6.93 1B
Industrials

Seagate Technology Holdings PLC

5.90 1B
Technology

Rolls-Royce Holdings PLC

5.47 1B
Industrials

ASML Holding NV ADR

4.48 950M
Technology

Sea Ltd ADR

4.22 896M
Consumer Cyclical

Philip Morris International Inc

3.79 805M
Consumer Defensive

Samsung Electronics Co Ltd

3.71 787M
Technology

SK hynix Inc

3.63 770M
Technology

BAE Systems PLC

3.36 713M
Industrials

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