WCMGX Mutual Fund

WCMGX Mutual Fund (WCM Focused Global Growth Fund Institutional Class) is managed by WCM Investment Management with $528.1M in net assets. WCMGX expense ratio is 0.97%, holding 36 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2013-06-28.

WCMGX performance shows a YTD return of 9.98%. The 1-year return is 19.85% and the 5-year return is 10.47%. WCMGX dividend yield stands at 3.40%, paid semi-annually.

WCMGX top holdings include Applovin Corp Cl A (6.1%), General Electric Co. (4.7%), Amazon.Com Inc (4.7%), 3i Group Plc (4.5%), Novo Nordisk As (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.