WCM Focused International Growth Fund Investor Class (WCMRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
25.86
-0.25 (-0.96%)
Apr 29, 2026, 8:10 AM EST
10.65%
Fund Assets 19.64B
Expense Ratio 1.29%
Min. Investment $1,000
Turnover 23.00%
Dividend (ttm) 1.36
Dividend Yield 5.19%
Dividend Growth -49.96%
Payout Frequency Annual
Ex-Dividend Date Dec 8, 2025
Previous Close 26.11
YTD Return 6.75%
1-Year Return 17.95%
5-Year Return 23.53%
52-Week Low 23.39
52-Week High 27.60
Beta (5Y) n/a
Holdings 40
Inception Date Aug 31, 2011

About WCMRX

The WCM Focused International Growth Fund - Investor Class is an equity mutual fund designed to seek long-term capital appreciation by investing primarily in international markets. Managed by WCM Investment Management, the fund typically holds a concentrated portfolio of around 30 to 40 industry-leading, non-U.S. companies, emphasizing businesses led by visionary management teams with durable competitive advantages. The fund generally invests at least 75% of its net assets in equity securities of companies domiciled outside the United States, either through direct shares or depositary receipts. Its investment approach targets the foreign large growth category, focusing on firms that demonstrate strong growth potential across sectors such as healthcare, technology, industrials, and consumer discretionary. With a high degree of selectivity and a relatively low portfolio turnover, the fund aims to provide exposure to global growth opportunities, playing a vital role for investors seeking diversification beyond U.S. equities. The fund is known for its disciplined process and a history of competitive long-term performance within its peer group.

Fund Family WCM Investment Management
Category Foreign Large Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WCMRX
Share Class Investor Class
Index MSCI AC World ex USA NR USD

Performance

WCMRX had a total return of 17.95% in the past year. Since the fund's inception, the average annual return has been 9.66%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FIATX Fidelity Fidelity Advisor International Capital Appreciation Fund - Class M 1.39%
FCPCX Fidelity Fidelity Advisor International Capital Appreciation Fund - Class C 1.89%
VWIGX Vanguard Vanguard International Growth Fund Investor Shares 0.37%
FCPAX Fidelity Fidelity Advisor International Capital Appreciation Fund - Class A 1.14%
FIDZX Fidelity Fidelity Advisor International Capital Appreciation Fund - Class Z 0.78%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
WCMIX Institutional Class 1.04%

Top 10 Holdings

44.60% of assets
Name Symbol Weight
Siemens Energy AG ENR 7.23%
Taiwan Semiconductor Manufacturing Company Limited 2330 6.54%
Rolls-Royce Holdings plc RR 5.43%
BAE Systems plc BA 4.01%
Sea Limited SE 3.83%
ASML Holding N.V. ASML 3.75%
Philip Morris International Inc. PM 3.52%
Safran SA SAF 3.51%
Umb Money Mkt n/a 3.48%
Mitsubishi Heavy Industries, Ltd. 7011 3.30%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 8, 2025 $1.36184 Dec 8, 2025
Dec 6, 2024 $2.72177 Dec 6, 2024
Dec 6, 2023 $0.14878 Dec 6, 2023
Dec 7, 2022 $0.02065 Dec 7, 2022
Dec 8, 2021 $1.2737 Dec 8, 2021
Dec 9, 2020 $0.34789 Dec 9, 2020
Full Dividend History