First Trust WCM Focused Global Growth Fund Investor Class (WFGGX)
| Fund Assets | 1.21B |
| Expense Ratio | 1.30% |
| Min. Investment | $1,000 |
| Turnover | 43.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 31.82 |
| YTD Return | 1.01% |
| 1-Year Return | 13.41% |
| 5-Year Return | 23.82% |
| 52-Week Low | 23.58 |
| 52-Week High | 33.84 |
| Beta (5Y) | 0.87 |
| Holdings | 36 |
| Inception Date | Jun 28, 2013 |
About WFGGX
First Trust WCM Focused Global Growth Fund Investor Class is an actively managed mutual fund designed to achieve long-term capital appreciation by investing primarily in equity securities of companies located across the globe, including the United States. The fund targets large-cap companies with significant growth potential and operates within the global large-stock growth category. Its portfolio typically features a concentrated selection of high-conviction holdings spread across diverse sectors such as healthcare, technology, industrials, consumer cyclical, and financial services. Notable positions often include well-established global firms that demonstrate strong business models and competitive advantages. Launched in 2013 and managed by WCM Investment Management, the fund emphasizes a focused approach, maintaining a relatively low portfolio turnover and a high allocation to its top holdings, which can account for a substantial portion of assets. This strategy aims to capitalize on global economic trends and innovation-driven growth. The fund is structured to meet the needs of investors seeking diversified exposure to dynamic companies driving growth in both developed and emerging markets, making it a meaningful component in the context of global equity investing.
Performance
WFGGX had a total return of 13.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.67%.
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 | 1.03% |
Top 10 Holdings
46.70% of assets| Name | Symbol | Weight |
|---|---|---|
| AppLovin Corporation | APP | 11.25% |
| Saab AB | SAABB | 4.37% |
| TSMC - Taiwan Semiconductor Manufacturing Co Ltd | 2330 | 4.26% |
| Information Services Group, Inc. | III | 3.92% |
| Rolls-Royce Holdings plc | RR | 3.90% |
| Sea Limited | SE | 3.87% |
| Tencent Holdings Ltd | 700 | 3.85% |
| Amazon.com, Inc. | AMZN | 3.84% |
| Energizer Holdings, Inc. | ENR | 3.80% |
| Robinhood Markets, Inc. | HOOD | 3.65% |