Morningstar

First Trust WCM Focused Global Growth Fund Institutional Class WCMGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis WCMGX

Will WCMGX outperform in the 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 WCMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Analyst Morningstar Automated Analysis

Morningstar Automated Analysis

Analyst

Summary

First Trust WCM Global Growth benefits from a time-tested team and differentiated approach. It earns High People and Process ratings.

by Morningstar Automated Analysis
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