First Trust WCM Focused Global Gr Inv (WFGGX)

Fund Assets	1.78B
Expense Ratio	1.341%
Min. Investment	$1,000
Turnover	40.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	34.13
YTD Return	7.70%
1-Year Return	5.58%
5-Year Return	46.91%
52-Week Low	29.35
52-Week High	36.53
Beta (5Y)	0.75
Holdings	39
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.

• Fund Family: First Trust
• Category: Global Large-Cap Growth
• Performance Rating: High
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: WFGGX
• Share Class: Investor Class
• Index: MSCI AC World NR USD

Performance

WFGGX had a total return of 5.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.74%.

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	0.71%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WCMGX	Institutional Class	0.97%
WFGAX	Class A	1.30%
WFGCX	Class C	2.05%

Top 10 Holdings

42.83% of assets

Name	Symbol	Weight
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD TWD10	2330	6.02%
SK SQUARE CO LTD KRW100	402340	5.54%
Energizer Holdings, Inc.	ENR	5.48%
Seagate Technology Holdings plc	STX	4.35%
Corning Incorporated	GLW	4.14%
Rolls-Royce Holdings plc	RR	4.12%
AppLovin Corporation	APP	4.10%
Amazon.com, Inc.	AMZN	3.68%
Western Digital Corporation	WDC	2.79%
Illumina, Inc.	ILMN	2.62%

Data Sources: Twelve Data, Financial Modeling Prep, and more

Historical data is provided by Twelve Data. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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