Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
WCM Quality Global Growth (Mng) B H 43770
- NAV / 1-Day Return — / —
- Total Assets 54.3 Mil
-
Adj. Expense Ratio
—
- Expense Ratio —
- Distribution Fee Level Above Average
- Share Class Type —
- Category Australia Fund Equity World - Currency Hedged
- Investment Style Large Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield —
- Turnover —
AUD
Morningstar’s Analysis 43770
Will 43770 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 38.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Novo Nordisk A/S Class B | 4.92 | 4.2 Mil | Healthcare |
GE Aerospace | 4.88 | 4.2 Mil | Industrials |
Arista Networks Inc | 4.19 | 3.6 Mil | Technology |
Amazon.com Inc | 4.06 | 3.5 Mil | Consumer Cyclical |
Microsoft Corp | 3.93 | 3.3 Mil | Technology |
NVIDIA Corp | 3.46 | 2.9 Mil | Technology |
Cash | 3.45 | 2.9 Mil | Cash and Equivalents |
Canadian Pacific Kansas City Ltd | 3.42 | 2.9 Mil | Industrials |
Entegris Inc | 3.40 | 2.9 Mil | Technology |
Intuitive Surgical Inc | 3.38 | 2.9 Mil | Healthcare |