First Trust WCM Focused Global Growth Fund Investor Class (WFGGX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
26.24
+0.54 (2.10%)
Apr 25, 2025, 8:09 AM EDT
12.38% (1Y)
| Fund Assets | 639.31M |
| Expense Ratio | 1.30% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 25.70 |
| YTD Return | -1.32% |
| 1-Year Return | 12.38% |
| 5-Year Return | 81.54% |
| 52-Week Low | 23.08 |
| 52-Week High | 30.09 |
| Beta (5Y) | 0.92 |
| Holdings | 36 |
| Inception Date | Jul 2, 2013 |
About WFGGX
The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WFGGX
Share Class Investor Class
Index MSCI AC World NR USD
Performance
WFGGX had a total return of 12.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.91%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VEOIX | Vanguard | Vanguard Global Environmental Opp StkInv | 0.73% |
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WCMGX | Institutional Class | 1.05% |
Top 10 Holdings
42.04% of assets| Name | Symbol | Weight |
|---|---|---|
| AppLovin Corporation | APP | 6.09% |
| General Electric Company | GE | 4.73% |
| Amazon.com, Inc. | AMZN | 4.71% |
| 3i Group PLC | III LN | 4.55% |
| Novo Nordisk A/S - Class B | NOVOB DC | 4.09% |
| Morgan Stanley Institutional Liquidity Funds - Treasury Portfolio | MISXX | 4.08% |
| TSMC - Taiwan Semiconductor Manufacturing Co., Ltd. | 2330 TT | 3.80% |
| Microsoft Corporation | MSFT | 3.63% |
| NVIDIA Corporation | NVDA | 3.25% |
| UnitedHealth Group Incorporated | UNH | 3.11% |