WCM Focused Emerging Markets’ impressive team and unique approach make it a compelling emerging-market option at the right price. Morningstar has changed the way we assess alpha opportunity for funds, which is a key component in our Morningstar Medalist Rating calculation. As such, one of this strategy’s Medalist Ratings changed with this update, even in the absence of substantial changes to pillar ratings or fund costs.
WCM Focused Emerging Markets Fund Institutional Class WCMEX
- NAV / 1-Day Return 23.98 / +0.42 %
- Total Assets 1.1B
-
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 0.00
- Turnover 57%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:26 AM GMT+0
Morningstar’s Analysis WCMEX
Will WCMEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 15.84 | 142M | Technology |
Umb Money Market Ii Special | 3.99 | 36M | Cash and Equivalents |
Tencent Holdings Ltd | 3.94 | 35M | Communication Services |
PRIO SA | 3.84 | 34M | Energy |
Jiangsu Zhongtian Technology Co Ltd Class A | 3.82 | 34M | Industrials |
Samsung Electronics Co Ltd Participating Preferred | 3.72 | 33M | Technology |
Companhia De Saneamento Basico Do Estado De Sao Paulo | 3.48 | 31M | Utilities |
Credicorp Ltd | 2.94 | 26M | Financial Services |
Piraeus Bank SA | 2.83 | 25M | Financial Services |
The Federal Bank Ltd | 2.76 | 25M | Financial Services |
United States