About WCMCX
WCM China Quality Growth Fund Institutional Class Shares is an actively managed mutual fund that focuses on achieving long-term capital appreciation through investments in Chinese equities. The fund aims to allocate at least 80% of its net assets to stocks of companies primarily located in China or with significant business operations there. Emphasizing a large growth investment style, the fund targets high-quality businesses with strong fundamentals and competitive advantages within the Chinese market.
WCM China Quality Growth Fund Institutional Class Shares predominantly invests in sectors such as communication services, consumer cyclical, consumer defensive, industrials, healthcare, financial services, and technology. Its portfolio is typically concentrated, with nearly half of its assets allocated to its top 10 holdings, including major companies like Tencent Holdings, Prosus NV ADR, and Kweichow Moutai. The fund is categorized under the China Region, reflecting its geographic focus, and is designed for institutional investors, featuring a relatively high minimum initial investment and a corresponding institutional share structure.
This fund plays a significant role for investors seeking exposure to the Chinese equity market and looking to capture growth opportunities from leading companies within China.
Fund Family WCM Investment Management
Category China Region
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WCMCX
Share Class Institutional Class Shares
Index MSCI China All Shares NR USD
WCMCX had a total return of -17.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.74%.
