Morningstar

First Trust WCM Focused Global Growth Fund Institutional Class WCMGX

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub
  • NAV / 1-Day Return 36.21  /  −0.19 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 40%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:34 AM GMT+0

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
Rated on Published on

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Portfolio Holdings WCMGX

More WCMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Siemens Energy AG Ordinary Shares

6.01 72M
Industrials

AppLovin Corp Ordinary Shares - Class A

5.93 71M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

5.87 71M
Technology

Western Digital Corp

5.73 69M
Technology

Rolls-Royce Holdings PLC

3.94 47M
Industrials

Amazon.com Inc

3.90 47M
Consumer Cyclical

Corning Inc

3.77 45M
Technology

Saab AB Class B

3.50 42M
Industrials

BAE Systems PLC

3.21 39M
Industrials

Us Dollar

3.17 38M
Cash and Equivalents

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