Morningstar

First Trust WCM Focused Global Growth Fund Institutional Class WCMGX

Morningstar Medalist Rating
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Medalist Rating as of See First Trust Investment Hub
  • NAV / 1-Day Return $34.35  /  −0.78 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.41%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis WCMGX

Will WCMGX outperform in the 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 WCMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Worthy of top marks.

Analyst David Carey

David Carey

Analyst

Summary

First Trust WCM Global Growth benefits from a time-tested team and differentiated approach. It earns High People and Process ratings.

by David Carey
Rated on Published on

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Portfolio Holdings WCMGX

More WCMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

7.72 128M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

6.03 100M
Technology

SK Square

5.54 92M
Technology

Siemens Energy AG Ordinary Shares

5.49 91M
Industrials

Seagate Technology Holdings PLC

4.36 72M
Technology

Corning Inc

4.14 69M
Technology

Rolls-Royce Holdings PLC

4.12 68M
Industrials

AppLovin Corp Ordinary Shares - Class A

4.11 68M
Communication Services

Amazon.com Inc

3.69 61M
Consumer Cyclical

Western Digital Corp

2.79 46M
Technology

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