About WCMEX
WCM Focused Emerging Markets Fund Institutional Class is a diversified mutual fund primarily targeting long-term capital appreciation through investments in emerging and frontier markets. Established in 2013, the fund’s strategy involves allocating at least 80% of its net assets to equity and debt securities of companies that are organized, headquartered, or conduct significant operations in regions classified as emerging or frontier by the World Bank. This approach provides exposure to economies with lower to middle income, offering investors access to high-growth potential markets.
The fund’s portfolio is concentrated yet diversified, typically holding around 47 positions with a notable allocation to technology, financial services, and consumer cyclical sectors. Key holdings often include leading regional companies such as Taiwan Semiconductor Manufacturing Co., Tencent Holdings, and ICICI Bank. With institutional share class features, it maintains a minimum investment threshold of $100,000 and an expense ratio of 1.25%. The fund’s assets under management exceed $1.5 billion, reflecting its significant presence among institutional investors seeking emerging markets exposure. WCM Focused Emerging Markets Fund Institutional Class plays a critical role in enabling portfolio diversification and access to dynamic growth regions for sophisticated market participants.
Fund Family WCM Investment Management
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WCMEX
Share Class Institutional Class
Index MSCI EM (Emerging Markets) NR USD
WCMEX had a total return of 35.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.58%.
