Morningstar

WCM Focused International Opportunities Fund Institutional Class Shares WCMOX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 14.77  /  −0.07 %
  • Total Assets 131.5M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 112%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 2:30 AM GMT+0

Morningstar’s Analysis WCMOX

Will WCMOX 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 WCMOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM Focused International Opps Ins holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WCMOX

More WCMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Siemens Energy AG Ordinary Shares

4.29 2M
Industrials

Rolls-Royce Holdings PLC

3.83 2M
Industrials

SK Square

3.53 2M
Technology

Philip Morris International Inc

3.29 2M
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd

3.06 2M
Technology

Kioxia Holdings Corp Ordinary Shares

2.54 1M
Technology

UCB SA

2.53 1M
Healthcare

British American Tobacco PLC

2.46 1M
Consumer Defensive

PayPay Corp ADR - Sponsor

2.42 1M
Technology

PRIO SA

2.25 1M
Energy

Sponsor Center