Skip to Content
Morningstar

WCM China Quality Growth Institutional WCMCX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 8.67  /  +2.12 %
  • Total Assets 2.7 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 57%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:22 PM GMT+0

Morningstar’s Analysis WCMCX

Will WCMCX outperform in 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.

A sound investment process and strong management team underpin WCM China Quality Growth Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

8.17 374,121
Communication Services

AIA Group Ltd

5.24 240,103
Financial Services

Shenzhou International Group Holdings Ltd

4.90 224,463
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

4.25 194,693
Consumer Defensive

Umb Money Market Ii Special

4.10 187,730
Cash and Equivalents

Wuxi AppTec Co Ltd

3.79 173,623
Healthcare

China Overseas Property Holdings Ltd

3.60 165,102
Real Estate

Zhejiang Jiemei Electronic & Technology Co Ltd Class A

3.58 163,936
Basic Materials

Li Ning Co Ltd

3.53 161,933
Consumer Cyclical

Qingdao Haier Biomedical Co Ltd Class A

3.44 157,505
Healthcare