About WCQGX
WCM China Quality Growth Fund Investor Class is a mutual fund designed to seek long-term capital appreciation by investing primarily in equities associated with the Chinese market. This fund typically allocates at least 80% of its net assets to securities from companies located in or significantly tied to China, capturing opportunities in one of the world’s key emerging markets. The portfolio is constructed with a focus on high-quality growth companies, favoring large-cap stocks that exhibit strong fundamentals and growth potential. Major sectors represented include communication services, real estate, financial services, consumer staples, healthcare, and basic materials. The fund is relatively concentrated, with a significant portion of assets held in its top holdings, reflecting an active management approach. With 35 equity holdings and a turnover rate around 26%, the fund balances long-term convictions with periodic rebalancing. The WCM China Quality Growth Fund Investor Class serves investors seeking targeted exposure to Chinese growth equities within a diversified mutual fund structure, while also carrying a higher expense ratio compared to many peers, which reflects its active management and specialized focus.
Fund Family WCM Investment Management
Category China Region
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WCQGX
Share Class Investor Class Shares
Index MSCI China All Shares NR USD
WCQGX had a total return of 14.29% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.29%.
