About WCMOX
The WCM Focused International Opportunities Fund Institutional Class is an actively managed mutual fund targeting long-term capital appreciation by investing primarily in equity securities of non-U.S. companies. Emphasizing a focused investment approach, the fund typically holds a concentrated portfolio of 30–40 companies, representing top investment ideas across diverse sectors such as technology, industrials, healthcare, and consumer cyclicals. The strategy centers on identifying industry-leading organizations outside the United States, often favoring firms with strong growth potential and visionary leadership.
This fund is classified under the Foreign Small/Mid Blend category but exhibits a large growth investment style, positioning it to benefit from dynamic international markets and innovative enterprises. The portfolio holds a significant portion of assets in its top holdings, reflecting its concentrated strategy. With a high turnover rate and an above-average expense ratio for its peer group, the fund appeals to institutional investors seeking exposure to international equities through a selective, high-conviction process. Its role in the financial market is to offer diversification beyond U.S. equities, potentially capturing growth opportunities in global markets while contributing to broader portfolio diversification.
Fund Family WCM Investment Management
Category Foreign Large Growth
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol WCMOX
Share Class Institutional Class Shares
Index MSCI AC World ex USA NR USD
WCMOX had a total return of 4.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.04%.
