About WCFOX
WCM Focused International Opportunities Fund Investor Class is an international equity mutual fund designed to invest primarily in a focused portfolio of non-U.S. stocks. The fund seeks to capitalize on growth opportunities in global markets outside the United States by holding a concentrated selection of stocks, typically with less than 20% exposure to U.S. equities. It targets companies across various sectors including technology, consumer cyclical, healthcare, industrials, and communication services. The fund’s portfolio features notable holdings such as Taiwan Semiconductor Manufacturing Co Ltd, Wix.com Ltd, and Spotify Technology SA. Managed by WCM Investment Management, the fund emphasizes a large-growth investment style with an active management approach, maintaining a relatively high turnover rate. It plays a significant role for investors seeking international growth through a focused, active equity strategy, benchmarking against global indices like MSCI AC World ex USA. The fund is known for its concentrated portfolio approach, moderate asset size, and an expense ratio of approximately 1.5%, reflecting an actively managed strategy aiming for capital appreciation beyond traditional international benchmarks.
Fund Family WCM Investment Management
Category Foreign Large Growth
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol WCFOX
Share Class Investor Class Shares
Index MSCI AC World ex USA NR USD
WCFOX had a total return of 3.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.72%.
