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Nasdaq - Delayed Quote USD

WCM Focused Emerging Mkts Ex Chn Inv (WCFEX)

14.73
+0.07
+(0.48%)
At close: 6:47:21 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
50
Min Subsequent Investment, AIP
25

Broker Availability

  • ADP Access
  • ADP Access Open Fund Architecture

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies in emerging or frontier countries or markets, excluding companies in China. The fund may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries. However, from time to time, the fund may have a significant portion of its assets invested in the securities of companies domiciled in one or a few countries or regions.

Fund Overview

Category Diversified Emerging Mkts
Fund Family WCM Investment Management
Net Assets 14.71M
YTD Return -2.95%
Yield 0.00%
Morningstar Rating --
Inception Date Dec 29, 2022

Performance & Risk

YTD Return 2.39%
5y Average Return 0.00%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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