Morningstar

WCM Focused International Opportunities Fund Institutional Class Shares WCMOX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 14.24  /  +0.92 %
  • Total Assets 142.9M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.39%
  • Turnover 112%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:29 AM GMT+0

Morningstar’s Analysis WCMOX

Will WCMOX 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 WCMOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM Focused International Opps Ins holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WCMOX

More WCMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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British American Tobacco PLC

2.93 4M
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Philip Morris International Inc

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Consumer Cyclical

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Consumer Cyclical

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