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WCM Focused Global Growth Institutional (WCMGX)

23.90 -0.08 (-0.33%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 23.98
  • YTD Return 13.87%
  • Expense Ratio 1.05%
  • Category World Large-Stock Growth
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 498.97M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.04
  • Inception Date Jun 28, 2013

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.

WCM Investment Management

Fund Family

World Large-Stock Growth

Fund Category

498.97M

Net Assets

2013-06-28

Inception Date

Performance Overview: WCMGX

Trailing returns as of 4/25/2024. Category is World Large-Stock Growth.

YTD Return

WCMGX
13.87%
Category
9.95%
 

1-Year Return

WCMGX
31.09%
Category
40.81%
 

3-Year Return

WCMGX
5.39%
Category
19.17%
 

5-Year Return

WCMGX
12.74%
Category
18.49%
 

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Holdings: WCMGX

Top 10 Holdings (37.38% of Total Assets)

SymbolCompany% Assets
NOVO-B.CO
Novo Nordisk A/S 4.48%
DDOG
Datadog, Inc. 4.04%
MSFT
Microsoft Corporation 3.95%
AMZN
Amazon.com, Inc. 3.84%
ANET
Arista Networks, Inc. 3.82%
V
Visa Inc. 3.58%
UNH
UnitedHealth Group Incorporated 3.49%
ADYEN.AS
Adyen N.V. 3.47%
CP.TO
Canadian Pacific Kansas City Limited 3.45%
ENTG
Entegris, Inc. 3.26%

Sector Weightings

SectorWCMGX
Technology   29.26%
Healthcare   19.72%
Industrials   18.95%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

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