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WCM Focused International Growth Instl WCMIX

Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 25.80  /  +1.14 %
  • Total Assets 19.5 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Limited
  • TTM Yield
  • Turnover 33%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:16 PM GMT+0

Morningstar’s Analysis WCMIX

Will WCMIX outperform in future?

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

Worthy of top honors.

Analyst David Carey

David Carey

Analyst

Summary

WCM International Growth’s deep team and proven approach make it a topnotch international equity offering.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WCMIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

6.32 1.2 Bil
Healthcare

Canadian Pacific Kansas City Ltd

5.17 994.1 Mil
Industrials

Ferrari NV

5.01 963.5 Mil
Consumer Cyclical

Icon PLC

4.77 918.4 Mil
Healthcare

BAE Systems PLC

3.52 677.4 Mil
Industrials

Adyen NV

3.47 668.0 Mil
Technology

ASML Holding NV ADR

3.34 642.9 Mil
Technology

Safran SA

3.32 637.8 Mil
Industrials

ASM International NV

3.28 630.2 Mil
Technology

Atlassian Corp A

3.18 612.1 Mil
Technology