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WCM Focused Emerging Markets Instl (WCMEX)

15.54
+0.07
+(0.45%)
At close: 8:07:14 AM EST

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. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.

WCM Focused Emerging Markets Instl

Milwaukee, WI 53233
803 West Michigan Street
(414) 299-2295

Fund Overview

Category Diversified Emerging Mkts
Fund Family WCM Investment Management
Net Assets 924.62M
YTD Return 3.12%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2013

Fund Operations

Last Dividend 0.06
Last Cap Gain -48.00
Holdings Turnover 62.00%
Average for Category --

Fees & Expenses

Expense WCMEX Category Average
Annual Report Expense Ratio (net) 1.25% 1.23%
Prospectus Net Expense Ratio 1.25% --
Prospectus Gross Expense Ratio 1.27% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael Z. Tian, Lead Manager since June 30, 2018
Mike joined WCM in 2012; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 2006, Mike’s experience includes a position as Senior Equity Analyst / Equity Strategist at Morningstar, Inc. (Chicago), where he produced the Morningstar Opportunistic Investor (a live portfolio and newsletter), and was instrumental in the development of Morningstar’s economic moat trend methodology. He earned his B.S. in Finance from the University of Illinois at Urbana-Champaign. Mike is also a CFA® charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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