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 9.55  /  +0.21 %
  • 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 7.17%
  • Turnover 92%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:34 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WCMCX

More WCMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Umb Money Market Ii Special

7.96 145,963
Cash and Equivalents

Shengyi Technology Co Ltd Class A

6.99 128,108
Technology

Contemporary Amperex Technology Co Ltd Class A

6.96 127,594
Industrials

Jiangsu Zhongtian Technology Co Ltd Class A

5.97 109,424
Industrials

Tencent Holdings Ltd

5.89 108,047
Communication Services

Wuxi AppTec Co Ltd Class A

5.82 106,727
Healthcare

Topoint Technology Co Ltd

5.03 92,301
Industrials

Kingboard Holdings Ltd

4.13 75,753
Industrials

ACM Research Inc Class A

4.04 74,104
Technology

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

3.57 65,387
Financial Services

Sponsor Center