Morningstar

WCM China Quality Growth Fund Institutional Class Shares WCMCX

Morningstar Medalist Rating
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Medalist Rating as of See WCM Investment Management Investment Hub
  • NAV / 1-Day Return $8.01  /  −2.32 %
  • Fund Size $1.2M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.270%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Greater China Region
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 7.17%
  • Turnover Ratio 92%
NAV and 1-Day Return as of

Morningstar’s Analysis WCMCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM China Quality Growth Institutional 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 WCMCX

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
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