Nasdaq - Delayed Quote USD

WCM Focused International Growth Instl (WCMIX)

25.38
+0.25
+(0.99%)
As of 8:09:31 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 75% of its net assets in equity securities of non-U.S. domiciled companies or depositary receipts of non-U.S. domiciled companies located in developed countries and in emerging and frontier market countries. The fund's investments in equity securities may include common stocks and depositary receipts. It generally invests in securities of companies located in different regions and in at least three different countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.18%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 15.49%
5y Average Return 11.66%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
WCMIXCategory AverageWCMIXCategory AverageWCMIXCategory Average
Alpha 1.57 0.05 0.54 0.03 4.59 0.03
BETA 1.09 0.01 1.11 0.01 0.96 0.01
Mean Annual Return 0.91 0.01 1.02 0.01 0.86 0.01
R-squared 76.74 0.87 75.69 0.84 74.93 0.88
Standard Deviation 19.52 0.17 19.35 0.15 16.61 0.15
Sharpe Ratio 0.32 0.01 0.48 0.01 0.5 0.01
Treynor Ratio 4.37 0.11 7.2 0.11 7.56 0.08

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