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Morningstar

WCM Focused Emerging Markets Instl WCMEX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 12.79  /  0.08 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.46%
  • Turnover 18%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:18 PM GMT+0

Morningstar’s Analysis WCMEX

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

People Pillar

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

Recent performance shouldn’t spook long-term investors.

Analyst David Carey

David Carey

Analyst

Summary

WCM Focused Emerging Markets’ deep team and sensible process make this a worthwhile option for emerging-markets investors.

by David Carey
Rated on Published on

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Portfolio Holdings WCMEX

More WCMEX Holdings
  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.25
113,067,494
Technology

Samsung Electronics Co Ltd

5.55
67,816,096
Technology

Umb Money Market Ii Special

4.11
50,290,469
Cash and Equivalents

Shenzhou International Group Holdings Ltd

3.91
47,853,275
Consumer Cyclical

Naspers Ltd Class N

3.86
47,146,921
Communication Services

Fomento Economico Mexicano SAB de CV ADR

3.78
46,202,431
Consumer Defensive

Divi's Laboratories Ltd

3.18
38,859,875
Healthcare

ICICI Bank Ltd

3.16
38,588,475
Financial Services

Nu Holdings Ltd Ordinary Shares Class A

3.08
37,621,787
Financial Services

EPAM Systems Inc

3.03
37,078,885
Technology