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Nasdaq - Delayed Quote USD

WCM China Quality Growth Investor (WCQGX)

9.37
-0.01
(-0.11%)
As of 8:07:21 AM EDT. Market Open.

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 Chinese companies. The advisor considers a company to be a Chinese company if it has been organized under the laws of, has its principal offices in, or has its securities principally traded in, China, or if the company derives at least 50% of its revenues or net profits from, or has at least 50% of its assets or production capacities in, China. It is non-diversified.

WCM China Quality Growth Investor

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

Fund Overview

Category China Region
Fund Family WCM Investment Management
Net Assets 1.77M
YTD Return 5.80%
Yield 1.91%
Morningstar Rating
Inception Date Mar 31, 2020

Fund Operations

Last Dividend 0.17
Last Cap Gain 5.00
Holdings Turnover 74.00%
Average for Category --

Fees & Expenses

Expense WCQGX Category Average
Annual Report Expense Ratio (net) 1.63% 1.14%
Prospectus Net Expense Ratio 1.63% --
Prospectus Gross Expense Ratio 13.45% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Dave Heng began his investment career in 2016. He joined the Advisor in 2022 as a Business Analyst, and his primary responsibility is equity research for the firm’s global, fundamental growth strategies. Prior to joining the Advisor, Mr. Heng’s experience includes positions as a Senior Investment Analyst at Somerset Capital Management (Singapore), and as an Investment Analyst at SeaTown Holdings (Singapore). He graduated with honors from Nanyang Technological University (Singapore), earning a B.S. in Accountancy.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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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