First Trust WCM Focused Global Growth Fund Institutional Class WCMGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$34.22  /  −0.03%
  • Fund Size$1.6B
  • Adjusted Expense Ratio0.970%
  • Net Expense Ratio0.970%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.43%
  • Turnover Ratio40%

Morningstar’s Analysis WCMGX

Will WCMGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

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Portfolio Holdings WCMGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

7.72128M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

6.03100M
Technology

SK Square

5.5492M
Financial Services

Siemens Energy AG Ordinary Shares

5.4991M
Industrials

Seagate Technology Holdings PLC

4.3672M
Technology

Corning Inc

4.1469M
Technology

Rolls-Royce Holdings PLC

4.1268M
Industrials

AppLovin Corp Ordinary Shares - Class A

4.1168M
Communication Services

Amazon.com Inc

3.6961M
Consumer Cyclical

Western Digital Corp

2.7946M
Technology

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