Morningstar

WCM Focused Emerging Markets Fund Investor Class WFEMX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 23.62  /  +2.21 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 57%

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

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.

Sharpening its edge.

Analyst David Carey

David Carey

Analyst

Summary

WCM Focused Emerging Markets’ impressive team and unique approach make it a compelling emerging-market option at the right price. Morningstar has changed the way we assess alpha opportunity for funds, which is a key component in our Morningstar Medalist Rating calculation. As such, one of this strategy’s Medalist Ratings changed with this update, even in the absence of substantial changes to pillar ratings or fund costs.

by David Carey
Rated on Published on

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Portfolio Holdings WFEMX

More WFEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

15.84 142M
Technology

Umb Money Market Ii Special

3.99 36M
Cash and Equivalents

Tencent Holdings Ltd

3.94 35M
Communication Services

PRIO SA

3.84 34M
Energy

Jiangsu Zhongtian Technology Co Ltd Class A

3.82 34M
Industrials

Samsung Electronics Co Ltd Participating Preferred

3.72 33M
Technology

Companhia De Saneamento Basico Do Estado De Sao Paulo

3.48 31M
Utilities

Credicorp Ltd

2.94 26M
Financial Services

Piraeus Bank SA

2.83 25M
Financial Services

The Federal Bank Ltd

2.76 25M
Financial Services

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