WLIVX – WCM Focused International Equity Inv Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 75% of its net assets in equity securities of non-U.S. domiciled companies or depository receipts of non-U.S. domiciled companies the advisor believes to be undervalued, which companies may be located in developed, emerging market or frontier market countries. Its investments in equity securities may include common stock and depositary receipts. Generally, the fund will invest in equity securities of approximately 30 to 60 issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WLIVX	WCM Focused International Equity Fund Investor Class Shares	No Load	Open			Jun 29, 2020	$4.61M	1.100%	Above Average	$1,000	$4.18M
WCMVX	WCM Focused International Equity Fund Institutional Class Shares	Institutional	Open			Jun 29, 2020	$291.24M	0.850%	Average	$100,000	$189.09M

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