WCMGX – First Trust WCM Focused Global Gr Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WFGGX	First Trust WCM Focused Global Growth Fund Investor Class	No Load	Open			Jun 28, 2013	$34.29M	1.280%	High	$1,000	−$1.64M
WCMGX	First Trust WCM Focused Global Growth Fund Institutional Class	Institutional	Open			Jun 28, 2013	$1.71B	0.970%	Above Average	$100,000	$693.20M
WFGAX	First Trust Wcm Focused Global Growth Fund Class A	Front Load	Open			Mar 2, 2026	$105,315.00	1.300%	High	$1,000	—
WFGCX	First Trust Wcm Focused Global Growth Fund Class C	Level Load	Open			Mar 2, 2026	$173,949.00	2.050%	High	$1,000	—

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