Morningstar

First Trust WCM Focused Global Growth Fund Investor Class WFGGX

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub
  • NAV / 1-Day Return 34.75  /  −0.60 %
  • Total Assets 1.6B
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.31%
  • Turnover 40%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:35 AM GMT+0

Morningstar’s Analysis WFGGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust WCM Focused Global Gr Inv holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored 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 WFGGX

More WFGGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Siemens Energy AG Ordinary Shares

6.01 72M
Industrials

AppLovin Corp Ordinary Shares - Class A

5.93 71M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

5.87 71M
Technology

Western Digital Corp

5.73 69M
Technology

Rolls-Royce Holdings PLC

3.94 47M
Industrials

Amazon.com Inc

3.90 47M
Consumer Cyclical

Corning Inc

3.77 45M
Technology

Saab AB Class B

3.50 42M
Industrials

BAE Systems PLC

3.21 39M
Industrials

Us Dollar

3.17 38M
Cash and Equivalents

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