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WCM Focused Global Growth Institutional WCMGX

Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 24.88  /  0.00
  • Total Assets 498.9 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 32%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis WCMGX

Will WCMGX outperform in future?

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

A strong management team and sound investment process underpin WCM Focused Global Growth Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings WCMGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Healthcare

Datadog Inc Class A

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Technology

Microsoft Corp

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Amazon.com Inc

3.84 16.4 Mil
Consumer Cyclical

Arista Networks Inc

3.82 16.3 Mil
Technology

Visa Inc Class A

3.58 15.3 Mil
Financial Services

UnitedHealth Group Inc

3.49 14.9 Mil
Healthcare

Adyen NV

3.47 14.8 Mil
Technology

Canadian Pacific Kansas City Ltd

3.45 14.7 Mil
Industrials

Entegris Inc

3.26 13.9 Mil
Technology