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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 13.40  /  +1.82 %
  • Total Assets 972.2 Mil
  • 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 0.45%
  • Turnover 62%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.80 116.8 Mil
Technology

Samsung Electronics Co Ltd

5.96 71.0 Mil
Technology

Fomento Economico Mexicano SAB de CV ADR

4.04 48.1 Mil
Consumer Defensive

Shenzhou International Group Holdings Ltd

3.76 44.9 Mil
Consumer Cyclical

Naspers Ltd Class N

3.69 44.0 Mil
Communication Services

Nu Holdings Ltd Ordinary Shares Class A

3.16 37.7 Mil
Financial Services

EPAM Systems Inc

3.15 37.6 Mil
Technology

ICICI Bank Ltd

2.95 35.2 Mil
Financial Services

Fabrinet

2.75 32.8 Mil
Technology

AIA Group Ltd

2.74 32.7 Mil
Financial Services