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Morningstar

WCM Focused International Value Ins WCMVX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.91  /  −0.36 %
  • Total Assets 8.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.89%
  • Turnover 38%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis WCMVX

Will WCMVX outperform in 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.

A strong management team and sound investment process underpin WCM Focused International Value Ins's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UBS Group AG

3.68 401,700
Financial Services

Rolls-Royce Holdings PLC

3.60 393,488
Industrials

Sony Group Corp ADR

3.03 331,415
Technology

Deutsche Telekom AG

2.92 319,359
Communication Services

Advantest Corp

2.80 306,191
Technology

Canadian Natural Resources Ltd

2.77 302,047
Energy

CGI Inc Class A

2.73 298,044
Technology

D'Ieteren Group

2.58 281,228
Consumer Cyclical

Icon PLC

2.55 278,824
Healthcare

Glencore PLC

2.51 273,812
Basic Materials