Morningstar

WCM International Equity Ins WCMMX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 15.95  /  +0.25 %
  • Total Assets 70.0 Mil
  • Adj. Expense Ratio
    0.850%
  • 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the WCMMX 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 WCMMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin WCM International Equity Ins's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WCMMX

More WCMMX Holdings
  • 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

Sponsor Center