Morningstar

WCM China Quality Growth Institutional WCMCX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 10.23  /  +2.61 %
  • Total Assets 2.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.04%
  • Turnover 57%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 PM GMT+0

Morningstar’s Analysis WCMCX

Will WCMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin WCM China Quality Growth Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMCX

More WCMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

11.21 288,512
Communication Services

Prosus NV ADR

5.68 146,149
Communication Services

Shenzhou International Group Holdings Ltd

5.09 131,184
Consumer Cyclical

Umb Money Market Ii Special

4.28 110,116
Cash and Equivalents

Fuyao Glass Industry Group Co Ltd Shs -H- Unitary 144A/Reg S

4.24 109,178
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

3.92 100,975
Consumer Defensive

Warom Technology Inc Co Class A

3.78 97,373
Industrials

Qingdao Haier Biomedical Co Ltd Class A

3.35 86,312
Healthcare

AIA Group Ltd

3.20 82,468
Financial Services

MediaTek Inc

3.18 81,821
Technology

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