Morningstar

WCM Focused International Opportunities Fund Investor Class Shares WCFOX

Morningstar Medalist Rating
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Medalist Rating as of See WCM Investment Management Investment Hub
  • NAV / 1-Day Return $13.37  /  −0.59 %
  • Fund Size $135.7M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.310%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.30%
  • Turnover Ratio 112%
NAV and 1-Day Return as of

Morningstar’s Analysis WCFOX

Will WCFOX outperform in the 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 WCFOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM Focused International Opps Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WCFOX

More WCFOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SK Square

6.05 8M
Technology

Kioxia Holdings Corp Ordinary Shares

5.27 7M
Technology

Siemens Energy AG Ordinary Shares

3.83 5M
Industrials

Rolls-Royce Holdings PLC

3.30 4M
Industrials

Taiwan Semiconductor Manufacturing Co Ltd

3.23 4M
Technology

British American Tobacco PLC

2.93 4M
Consumer Defensive

Morgan Stanley Liq Treas- Inst

2.82 4M
Cash and Equivalents

Philip Morris International Inc

2.73 4M
Consumer Defensive

Allegro.EU SA Ordinary Shares

2.38 3M
Consumer Cyclical

Sea Ltd ADR

2.16 3M
Consumer Cyclical

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