Morningstar

WCM China Quality Growth Fund Institutional Class Shares WCMCX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 9.54  /  −1.04 %
  • Total Assets 1.5M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.270%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Greater China Region
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 5.84%
  • Turnover 92%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

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

More WCMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

10.98 173,954
Communication Services

Wasion Holdings Ltd

9.08 143,870
Industrials

Contemporary Amperex Technology Co Ltd Class A

8.20 129,870
Industrials

Jiangsu Zhongtian Technology Co Ltd Class A

7.50 118,809
Industrials

Ping An Insurance (Group) Co. of China Ltd Class H

6.80 107,649
Financial Services

Wuxi AppTec Co Ltd Class A

5.59 88,491
Healthcare

Kweichow Moutai Co Ltd Class A

5.32 84,234
Consumer Defensive

Sieyuan Electric Co Ltd Class A

4.74 75,064
Industrials

Alibaba Group Holding Ltd Ordinary Shares

4.57 72,353
Consumer Cyclical

FIT Hon Teng Ltd Registered Shs Unitary 144A/Reg S

4.36 69,005
Technology

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