First Trust WCM Focused Global Gr Inv (WFGGX)
| Fund Assets | 1.66B |
| 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 | 35.93 |
| YTD Return | 11.88% |
| 1-Year Return | 18.63% |
| 5-Year Return | 34.20% |
| 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.
Performance
WFGGX had a total return of 18.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.23%.
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 | 0.70% |
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% |