About WCMWX
The WCM Focused Emerging Markets Ex China Fund Institutional Class is a mutual fund that primarily invests in equity securities of companies located in emerging and frontier markets, explicitly excluding companies based in China. Its main objective is to achieve long-term capital appreciation by focusing on firms from countries classified as low- to middle-income economies by the World Bank or included in emerging or frontier market indices. The fund employs a concentrated investment strategy, typically holding a focused portfolio of companies that exhibit strong fundamentals, such as historical and projected growth in revenue and earnings, robust competitive advantages, and solid management teams. The investment approach is bottom-up, aiming to identify industry leaders with favorable valuations and minimal debt, while also evaluating risks such as political, monetary policy, and regulatory challenges. The fund often holds securities from a variety of sectors and geographies, but at times may have significant concentration in certain regions or industries, excluding China. Designed for institutional investors, this fund serves as a strategic vehicle for accessing growth opportunities in the broader emerging markets landscape while intentionally omitting exposure to Chinese firms.
Fund Family WCM Investment Management
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WCMWX
Share Class Institutional Class
Index Index is not provided by Management Company
WCMWX had a total return of 47.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 35.23%.
