Morningstar

WCM Focused Emerging Markets Fund Investor Class WFEMX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $22.48  /  −1.23 %
  • Fund Size $1.0B
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.500%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis WFEMX

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

  • People Pillar

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

A thoughtful team and approach.

Analyst David Carey

David Carey

Analyst

Summary

WCM Focused Emerging Markets’ solid team and rigorous approach make it a compelling emerging-market option at the right price.

by David Carey
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Portfolio Holdings WFEMX

More WFEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

17.20 189M
Technology

Samsung Electronics Co Ltd

6.17 68M
Technology

SK hynix Inc

4.63 51M
Technology

SK Square

3.80 42M
Technology

MediaTek Inc

3.44 38M
Technology

Piraeus Bank SA

2.89 32M
Financial Services

Credicorp Ltd

2.75 30M
Financial Services

Tencent Holdings Ltd

2.73 30M
Communication Services

Samsung Electronics Co Ltd Participating Preferred

2.62 29M
Technology

Jiangsu Zhongtian Technology Co Ltd Class A

2.42 27M
Industrials

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