The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
WCM International Equity Ins WCMMX
- NAV / 1-Day Return 15.95 / +0.25 %
- Total Assets 70.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.82%
- Turnover 39%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 PM GMT+0
Morningstar’s Analysis WCMMX
Will WCMMX 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 37.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
AstraZeneca PLC ADR | 4.84 | 4.3 Mil | Healthcare |
United Overseas Bank Ltd | 4.70 | 4.1 Mil | Financial Services |
Morgan Stanley Liq Treas- Inst | 4.62 | 4.1 Mil | Cash and Equivalents |
Canadian National Railway Co | 3.90 | 3.4 Mil | Industrials |
Iberdrola SA | 3.79 | 3.3 Mil | Utilities |
Compass Group PLC | 3.77 | 3.3 Mil | Consumer Cyclical |
London Stock Exchange Group PLC | 3.69 | 3.2 Mil | Financial Services |
HDFC Bank Ltd ADR | 3.44 | 3.0 Mil | Financial Services |
Baker Hughes Co Class A | 3.35 | 2.9 Mil | Energy |
Samsung Electronics Co Ltd | 3.15 | 2.8 Mil | Technology |