Morningstar

WCM Focused International Equity Fund Institutional Class Shares WCMVX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 23.12  /  +0.52 %
  • Total Assets 252.6M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.43%
  • Turnover 31%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WCMVX

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

  • People Pillar

    The People Pillar is our evaluation of the WCMVX 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 WCMVX’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 Equity Ins holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WCMVX

More WCMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Rolls-Royce Holdings PLC

5.82 8M
Industrials

Babcock International Group PLC

4.78 7M
Industrials

Morgan Stanley Liq Treas- Inst

4.04 6M
Cash and Equivalents

Lottomatica Group SpA

3.35 5M
Consumer Cyclical

Companhia De Saneamento Basico Do Estado De Sao Paulo ADR

3.24 5M
Utilities

Siemens Energy AG Ordinary Shares

3.23 5M
Industrials

Teva Pharmaceutical Industries Ltd ADR

3.02 4M
Healthcare

Constellation Software Inc

2.83 4M
Technology

Canadian Natural Resources Ltd

2.74 4M
Energy

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