Morningstar

WCM Focused International Equity Fund Investor Class Shares WLIVX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 22.33  /  −1.15 %
  • Total Assets 246.5M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.34%
  • Turnover 31%

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

Morningstar’s Analysis WLIVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM Focused International Equity 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
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Portfolio Holdings WLIVX

More WLIVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.41 9M
Technology

Rolls-Royce Holdings PLC

5.82 8M
Industrials

Babcock International Group PLC

4.78 7M
Industrials

Morgan Stanley Liq Treas- Inst

4.04 6M
Cash and Equivalents

Lottomatica Group SpA

3.35 5M
Consumer Cyclical

Companhia De Saneamento Basico Do Estado De Sao Paulo ADR

3.24 5M
Utilities

Siemens Energy AG Ordinary Shares

3.23 5M
Industrials

Teva Pharmaceutical Industries Ltd ADR

3.02 4M
Healthcare

Constellation Software Inc

2.83 4M
Technology

Canadian Natural Resources Ltd

2.74 4M
Energy

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