Morningstar

WCM Focused Emerging Mkts Ex Chn Inst WCMWX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 14.56  /  +0.90 %
  • Total Assets 12.0 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.21%
  • Turnover 37%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 PM GMT+0

Morningstar’s Analysis WCMWX

Will WCMWX outperform in 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.

A strong management team and sound investment process underpin WCM Focused Emerging Mkts Ex Chn Inst's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMWX

More WCMWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

11.00 818,471
Technology

SK Hynix Inc

5.57 414,756
Technology

Umb Money Market Ii Special

4.39 326,757
Cash and Equivalents

Celestica Inc Ordinary Shares (Subordinate Voting)

4.30 319,901
Technology

Nu Holdings Ltd Ordinary Shares Class A

3.66 272,391
Financial Services

Sea Ltd ADR

2.84 211,617
Consumer Cyclical

Bupa Arabia for Cooperative Insurance Co

2.84 211,061
Financial Services

ALDREES Petroleum & Transport Services Co

2.78 207,064
Consumer Cyclical

ICICI Bank Ltd

2.78 206,984
Financial Services

Inpost SA Ordinary Shares

2.65 197,122
Industrials

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