About WFEMX
WCM Focused Emerging Markets Fund Investor Class is a diversified mutual fund designed to provide long-term capital appreciation through active investment in emerging market equities. Managed by WCM Investment Management, the fund allocates at least 80% of its net assets to equity and, occasionally, debt securities of companies that are either headquartered, organized, or conduct a substantial portion of their operations within emerging or frontier markets. By concentrating on large growth companies, the fund seeks to identify businesses with strong fundamentals and the potential for sustainable competitive advantages in developing economies.
Key sectors represented include technology, financial services, consumer cyclical, and communication services, with notable holdings such as Taiwan Semiconductor Manufacturing Co., Samsung Electronics, and Nu Holdings. The fund’s portfolio tends to be focused, typically holding a limited number of high-conviction positions, with a significant portion of assets often allocated to the top ten holdings. As part of its mandate, the fund plays a crucial role in offering investors targeted exposure to dynamic and fast-growing regions that are increasingly significant contributors to global economic growth. This strategy positions the fund as a specialized instrument for those seeking to diversify their portfolios beyond developed markets and potentially capitalize on the evolving dynamics of emerging economies.
Fund Family WCM Investment Management
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WFEMX
Share Class Investor Class
Index MSCI EM (Emerging Markets) NR USD
WFEMX had a total return of 21.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.04%.
