Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
WCM Focused Global Growth Investor WFGGX
- NAV / 1-Day Return 23.27 / −0.34 %
- Total Assets 481.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.300%
- 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 —
- Turnover 32%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0
Morningstar’s Analysis WFGGX
Will WFGGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novo Nordisk A/S Class B | 4.48 | 19.1 Mil | Healthcare |
Datadog Inc Class A | 4.04 | 17.3 Mil | Technology |
Microsoft Corp | 3.95 | 16.9 Mil | Technology |
Amazon.com Inc | 3.84 | 16.4 Mil | Consumer Cyclical |
Arista Networks Inc | 3.82 | 16.3 Mil | Technology |
Visa Inc Class A | 3.58 | 15.3 Mil | Financial Services |
UnitedHealth Group Inc | 3.49 | 14.9 Mil | Healthcare |
Adyen NV | 3.47 | 14.8 Mil | Technology |
Canadian Pacific Kansas City Ltd | 3.45 | 14.7 Mil | Industrials |
Entegris Inc | 3.26 | 13.9 Mil | Technology |