The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
WCM Focused Global Growth Institutional WCMGX
- NAV / 1-Day Return 26.91 / +0.94 %
- Total Assets 513.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 32%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis WCMGX
Will WCMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novo Nordisk A/S Class B | 5.36 | 26.5 Mil | Healthcare |
Amazon.com Inc | 5.21 | 25.8 Mil | Consumer Cyclical |
3i Group Ord | 4.26 | 21.1 Mil | Financial Services |
GE Aerospace | 4.26 | 21.1 Mil | Industrials |
Microsoft Corp | 4.02 | 19.9 Mil | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 3.80 | 18.8 Mil | Technology |
NVIDIA Corp | 3.63 | 18.0 Mil | Technology |
AppLovin Corp Ordinary Shares - Class A | 3.62 | 17.9 Mil | Technology |
Datadog Inc Class A | 3.18 | 15.8 Mil | Technology |
Arthur J. Gallagher & Co | 3.18 | 15.7 Mil | Financial Services |