First Trust WCM Focused Global Gr Inv (WFGGX)

Fund Assets	1.64B
Expense Ratio	1.28%
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	35.70
YTD Return	12.23%
1-Year Return	14.94%
5-Year Return	30.06%
52-Week Low	29.35
52-Week High	36.53
Beta (5Y)	0.76
Holdings	37
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: World Large-Stock 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 14.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.15%.

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 Opportunities Stock Fund Investor Shares	0.70%

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

44.87% of assets

Name	Symbol	Weight
Energizer Holdings, Inc.	ENR	6.01%
AppLovin Corporation	APP	5.93%
Taiwan Semiconductor Manufacturing Co., Ltd. TWD10	2330	5.86%
Western Digital Corporation	WDC	5.72%
Rolls-Royce Holdings plc	RR	3.94%
Amazon.com, Inc.	AMZN	3.89%
Corning Incorporated	GLW	3.77%
Saab AB NPV B	SAABB	3.50%
The Boeing Company	BA	3.21%
Tencent Holdings Ltd. HKD0.00002	700	3.03%

Data Sources: Twelve Data and Finnhub

Historical data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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