WCM Focused International Growth Fund Investor Class (WCMRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.84
-0.08 (-0.29%)
Jul 6, 2026, 8:10 AM EST
Fund Assets21.90B
Expense Ratio1.30%
Min. Investment$1,000
Turnover23.00%
Dividend (ttm)1.36
Dividend Yield4.89%
Dividend Growth-49.96%
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close27.92
YTD Return13.82%
1-Year Return11.16%
5-Year Return27.46%
52-Week Low23.39
52-Week High28.31
Beta (5Y)0.80
Holdings43
Inception DateAug 31, 2011

About WCMRX

The WCM Focused International Growth Fund - Investor Class is an equity mutual fund designed to seek long-term capital appreciation by investing primarily in international markets. Managed by WCM Investment Management, the fund typically holds a concentrated portfolio of around 30 to 40 industry-leading, non-U.S. companies, emphasizing businesses led by visionary management teams with durable competitive advantages. The fund generally invests at least 75% of its net assets in equity securities of companies domiciled outside the United States, either through direct shares or depositary receipts. Its investment approach targets the foreign large growth category, focusing on firms that demonstrate strong growth potential across sectors such as healthcare, technology, industrials, and consumer discretionary. With a high degree of selectivity and a relatively low portfolio turnover, the fund aims to provide exposure to global growth opportunities, playing a vital role for investors seeking diversification beyond U.S. equities. The fund is known for its disciplined process and a history of competitive long-term performance within its peer group.

Fund Family WCM Investment Management
Category Foreign Large Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WCMRX
Share Class Investor Class
Index MSCI AC World ex USA NR USD

Performance

WCMRX had a total return of 11.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.02%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FIATXFidelityFidelity Advisor Intl Cap App M1.39%
FCPCXFidelityFidelity Advisor Intl Cap App C1.89%
VWIGXVanguardVanguard International Growth Fund Investor Shares0.38%
FCPAXFidelityFidelity Advisor Intl Capl App A1.14%
FIDZXFidelityFidelity Advisor Intl Cap App Z0.78%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
WCMIXInstitutional Class1.05%

Top 10 Holdings

44.09% of assets
NameSymbolWeight
Siemens Energy AG - Siemens Energy A.G.ENR.GR8.24%
TSMC - Taiwan Semiconductor Manufacturing Co., Ltd.2330.TT6.74%
Rolls-Royce Holdings plcRR4.78%
BAE Systems plcBA4.59%
Philip Morris International Inc.PM3.68%
ASML Holding N.V.ASML3.66%
Sea LimitedSE3.53%
Seagate Technology Holdings plcSTX3.22%
UMB MONEY MARKET II SPECIAL /SMMFIDU2.87%
Safran SA - Safran S.A.SAF.FP2.77%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 8, 2025$1.36184Dec 8, 2025
Dec 6, 2024$2.72177Dec 6, 2024
Dec 6, 2023$0.14878Dec 6, 2023
Dec 7, 2022$0.02065Dec 7, 2022
Dec 8, 2021$1.2737Dec 8, 2021
Dec 9, 2020$0.34789Dec 9, 2020
Full Dividend History