Wcm Focused Emerging Markets Ex China Fund Institutional Class WCMWX

Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 26.45  /  +2.48 %
  • Total Assets 34.7M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.11%
  • Turnover 66%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WCMWX

Will WCMWX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM Focused Emerging Mkts Ex Chn Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings WCMWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

12.83 4M
Technology

SK Hynix Inc

5.04 1M
Technology

Companhia De Saneamento Basico Do Estado De Sao Paulo

4.74 1M
Utilities

Umb Money Market Ii Special

4.38 1M
Cash and Equivalents

Samsung Electronics Co Ltd Participating Preferred

3.93 1M
Technology

The Federal Bank Ltd

3.71 1M
Financial Services

PRIO SA

3.70 1M
Energy

SK Square

3.32 907,091
Technology

Piraeus Bank SA

3.04 829,997
Financial Services

Universal Microwave Technology Inc

3.01 820,926
Technology

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