WFGAX Mutual Fund

WFGAX Mutual Fund

NAV$36.65
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
1.30%
Dividend Yield (Current)
-
Holdings
0
Inception Date
Mar 2, 2026
Fund Family
First Trust Portfolios (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
2330:TWTsmc6.02%
402340:KRSk Square Co., Ltd.5.54%
ENR1N:MUSiemens Energy Ag5.48%
STX:IESeagate Technology Unlimited Co4.35%
GLWCorning Inc.4.14%
Top 10 Concentration: 42.84%Report Date: Jun 30, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WFGAX Mutual Fund Overview

WFGAX Mutual Fund (First Trust WCM Focused Global Growth Fund Class A) is managed by First Trust Portfolios (US). WFGAX expense ratio is 1.30%, sectors including Information Technology, Industrials, Health Care. Inception date: 2026-03-02.

WFGAX performance shows data across multiple time periods..

WFGAX 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 WFGAX holdings, WFGAX sectors, or WFGAX dividends.

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