WCMGX Mutual Fund

WCMGX Mutual Fund (First Trust WCM Focused Global Growth Fund Institutional Class) is managed by First Trust Portfolios (US) with $1.78B in net assets. WCMGX expense ratio is 0.97%, holding 39 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2013-06-28.

WCMGX performance shows a YTD return of 11.10%. The 1-year return is 18.39% and the 5-year return is 6.38%. WCMGX dividend yield stands at 0.41%, paid semi-annually.

WCMGX top holdings include Tsmc (6.0%), SK Square Co. Ltd. (5.5%), Siemens Energy Ag (5.5%), Seagate Technology Unlimited Co (4.3%), Corning Inc. (4.1%). Go to all WCMGX holdings, WCMGX sectors, or WCMGX dividends.

WCMGX can be compared against other funds. Use WCMGX overlap to find shared positions, or WCMGX vs another fund for a side-by-side view. WCMGX alternatives are available via the screener, along with tax-loss harvesting opportunities.