About WCMVX
WCM Focused International Equity Fund Institutional Class is an actively managed mutual fund specializing in international equities. Its primary objective is long-term capital appreciation through investments in companies located outside the United States. The fund uses a focused approach, typically maintaining a concentrated portfolio of high-conviction holdings, with the top ten positions accounting for a significant share of assets. Notable sectors within the portfolio include technology, industrials, financial services, consumer defensive, energy, healthcare, and communication services, as reflected by leading holdings such as Taiwan Semiconductor Manufacturing, Rolls-Royce Holdings, and UBS Group AG.
Classified within the foreign large blend category, this fund pursues a large-cap growth investment style. It is managed by a team recognized for a disciplined investment process and solid research capabilities. The fund is designed for institutional investors, featuring a higher minimum investment and an expense ratio positioned at the upper end among peer funds. WCM Focused International Equity Fund Institutional Class plays a significant role in diversifying portfolios by providing exposure to growth-oriented, high-quality international companies, thereby complementing U.S. equity allocations in a global investment strategy.
Fund Family WCM Investment Management
Category Foreign Large Growth
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WCMVX
Share Class Institutional Class Shares
Index MSCI AC World ex USA NR USD
WCMVX had a total return of 40.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.75%.
