Morningstar

Wcm Focused Emerging Markets Ex China Fund Institutional Class WCMWX

Morningstar Medalist Rating
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Medalist Rating as of See WCM Investment Management Investment Hub
  • NAV / 1-Day Return $25.42  /  −0.59 %
  • Fund Size $35.7M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.11%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis WCMWX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM Focused Emerging Mkts Ex Chn Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WCMWX

More WCMWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

12.03 5M
Technology

SK Square

7.53 3M
Technology

SK hynix Inc

6.29 2M
Technology

Samsung Electronics Co Ltd Participating Preferred

4.68 2M
Technology

MediaTek Inc

4.21 2M
Technology

Samsung Electronics Co Ltd

4.06 2M
Technology

Sterlite Technologies Ltd

4.06 2M
Technology

AEM Holdings Ltd

3.33 1M
Technology

Topoint Technology Co Ltd

2.74 1M
Industrials

Piraeus Bank SA

2.61 1M
Financial Services

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