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Morningstar

WCM Developing World Equity Ins WCMDX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 12.72  /  −0.16 %
  • Total Assets 1.9 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.47%
  • Turnover 46%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WCMDX

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

  • People Pillar

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

A sound investment process and strong management team underpin WCM Developing World Equity Ins's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMDX

More WCMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AIA Group Ltd

5.14 106,443
Financial Services

United Overseas Bank Ltd

4.66 96,508
Financial Services

HDFC Bank Ltd ADR

4.44 91,941
Financial Services

Samsung Electronics Co Ltd

3.98 82,305
Technology

PT Telkom Indonesia (Persero) Tbk Registered Shs Series -B-

3.67 75,919
Communication Services

Credicorp Ltd

3.64 75,415
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.64 75,400
Technology

Bid Corp Ltd

3.42 70,741
Consumer Defensive

Sandvik AB

3.34 69,131
Industrials

Hong Kong Exchanges and Clearing Ltd

3.15 65,211
Financial Services