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London Markets Open in:

WCM Focused International Growth Fund;Institutional

NAS: WCMIX

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/zigman2/quotes/205187454/realtime

$

18.26

Change

-0.23 -1.24%

Oct 6, 2022

YTD return

-33.20%

5 yr avg return

6.27%

Total net assets

14.43B

52 week low

52 week high

$17.36

$29.76

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.06%

12 b-1

n/a

Turnover

23.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2021)

1.27

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.46

Beta

0.99

Standard deviation

6.14

R. squared

0.84

Min. Investment

Standard (taxable)

100000

IRA

100000

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/wcmix

MarketWatch News on WCMIX

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 4 Tax Efficiency: 4 Expense: 2

YTD Lipper Ranking: Quintile 5 (86th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -33.20% -28.33% -19.70% 86% 5
1yr -29.03% -26.19% -11.60% 73% 4
3yr 4.69% 1.44% 10.40% 12% 1
5yr 6.27% 1.25% 10.10% 2% 1
10yr 8.6% 4.35% 12.1% 1% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$26,884

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

International Large-Cp Gro Fds

Fund family

WCM Focus Funds

Fund status

Open

Fund inception

May 31, 2011

Manager

Team Managed

Investment Policy

The Fund seeks long term capital appreciation. The Fund will invest at least 75% of its net assets in equity securities of non-US domiciled companies. The Fund utilizes bottom-up approach that seeks to identify companies with attractive fundamentals, such as long-term growth in revenue and earnings.

Link to MarketWatch's Slice.