Performance. For Financial Professionals Contact Us … The fund invests primarily in equity securities of companies located throughout the world, including the United States. WCM Focused Global Growth Institutional (WCMGX), launched in 2013, has been managed by Paul Black since June 28, 2013, at WCM Investment Management. No Transaction Fee 1; Buy Sell. WCM Investment Management | Focused International Value Fund | CUSIP - 46143U823 Share Class - Institutional Inception Date - June 29, 2020 Minimum Initial Investment - Regular Accounts $100,000 - Automatic Investment Plan $5,000 Capital Gains / Dividends - Annually Fees - No short-. Quote Fund Analysis … Distributions. The ISG strongly considers qualitative elements such as corporate culture and the strength, quality, and trustworthiness of management. View the latest WCM Focused Global Growth;Institutional (WCMGX) stock price, news, historical charts, analyst ratings and financial information from WSJ. WCM Focused Global Growth Fund - The investment seeks long-term capital appreciation. Ontario Teachers’ buys stake in Logoplaste from The Carlyle Group. See holdings data for WCM Focused Global Growth Fund (WCMGX). Mike joined WCM in 2006; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Prospectus; Compare +Watch List +Set Alert; More. About WCM. Global Contacts WCM Focused International Growth Instl WCMIX Morningstar Analyst Rating Analyst rating as of Dec 16, 2020. WCM Focused Global Growth Fund Investor Class WFGGX. Learn more about mutual funds at fidelity.com. View Profile. WCM Focused Global Growth Investor WFGGX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2021. Proficient execution of WCM Focused International Growth’s strong process earns its two share classes an upgraded Morningstar Analyst Rating of Silver from Bronze. The goal is to construct portfolios that outperform their respective benchmarks over a market cycle while reducing risk. The investment objective of the WCM Focused Global Growth Fund (the “Fund”) is long -term capital appreciation. Get our overall rating based on a fundamental assessment of the pillars below. © Copyright 2021 Morningstar, Inc. All rights reserved. WCM Focused Global Growth Fund Institutional Class. WCM Focused Global Growth Institutional (WCMGX) 23.64 -0.67 ( -2.76% ) USD | Mar 4 Quote Currency in USD ... 3 Year Earnings Growth 16.73 13.42. their past ratings decisions, and the data used to support those decisions. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, | 1-Day Return as of Mar 05, 2021, 10:44 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. WCM's ESG Investment Team focuses on integrating business analysis with an independently developed ESG framework. Analyze the Fund WCM Focused Global Growth Fund Institutional Class having Symbol WCMGX for type mutual-funds and perform research on other mutual funds. The Fund's prospectus and summary prospectus are accompanied on the page above and included the Fund's investment objectives, risks, charges and expenses, and other information. As a result, our portfolio has around 50 companies, concentrating on our best ideas. Focused ESG Global. Unlike other global growth managers, WCM generally passes on businesses in leveraged, non-growth sectors such as energy, basic materials, utilities, or financials. View mutual fund news, mutual fund market and mutual fund interest rates. Compare +Watch List +Set Alert; Morningstar ® Snapshot* AS OF 1/31/2021; Morningstar Category: World Large Stock *Data provided by Morningstar. China Quality Growth . Compare +Watch List +Set Alert; Morningstar ® Snapshot* AS OF 12/31/2020; Morningstar Category: World Large Stock *Data provided by Morningstar. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Literature. WCM Focused Global Growth Investor WFGGX. Baillie Gifford Long Term Global Growth;Inst - 18.13. Distributed by Natixis Distribution, L.P. You will now be directed to a separate site for WCM Investment Management. Read more; Feb 2, 2021. WCM Investment Management | Focused Global Growth Fund | WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, This fund tracks the MSCI ACWI NR USD index, with a weighting of 100%. WCM seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. WCM Focused Global Growth Fund Investor Class WFGGX. The securities of small or mid-capitalization companies may be subject to more abrupt market movements and may have lower trading volumes or more erratic trading than securities of larger, more established companies in general. WCM Focused Global Growth Fund Dividend policy Suspended Price as of: FEB 10, 07:00 PM EDT $26.19 +0.21 +0% primary theme International Large-Cap Equity share class Inst (WCMGX) () () Snapshot. WCM Focused International Growth Fund Institutional Class (WCMIX) Nasdaq - Nasdaq Delayed Price. WCM Focused Global Growth Investor WFGGX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2021. Literature. Privacy Policy and Sales & Support. Snapshot. Research information including asset allocation, sector weightings and top holdings for WCM Focused Global Growth Fund. China is one of the fastest growing economies in the world, with boundless long-term growth prospects and historically inefficient indices. WCM Investment Management | Focused Global Growth Fund | WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. The Company provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology and healthcare sectors. The WCM Quality Global Growth Fund (WCMQ or the Fund) is an exchange traded managed fund investing in global equities. USD | NAV as of Mar 05, 2021 | 1-Day Return as of Mar 05, 2021, 10:44 PM GMT+00:00. Investment Process . View mutual fund news, mutual fund market and mutual fund interest rates. Literature. Members of WCM’s investment team explain why two overlooked elements—moat trajectory and corporate culture—are the keys to uncovering the best long-term, global growth opportunities. As a result, we concentrate and distill our best ideas into our Focused Growth International Fund. Morningstar Quantitative Rating™ for funds. WCM Focused Global Growth Institutional (WCMGX), launched in 2013, has been managed by Paul Black since June 28, 2013, at WCM Investment Management. View Top Holdings and Key Holding Information for WCM Focused International Growt (WCMIX). This site is protected by reCAPTCHA and the Google IFM Investors and Ontario Teachers’ Pension Plan Board jointly acquire Canadian district energy operations owned by Enwave Energy Corporation Overall Rating Overall Rating. Research information including trailing returns and hypothetical growth for WCM Focused Global Growth Fund. WCM manages WQG, WCMQ ,WCM Quality Global Growth Fund (Managed Fund) and WCM International Small Cap Growth Fund (Managed Fund) according to the same investment principles, philosophy and execution of approach as those used for the QGG and SIG Composites respectively. Holdings. Click here for more on how to use these ratings. Investment Managers Ser Tr (WCM) 803 West Michigan Street. ), which is analogous to the rating a Morningstar analyst might WCMGX Dividend policy Suspended Price as of: FEB 10, 07:00 PM EDT $26.19 +0.21 +0% primary theme International Large-Cap Equity share class Inst (WCMGX) Inv (WFGGX) Primary Inst (WCMGX) WCMGX (Mutual Fund) WCM Focused Global Growth Fund See WCM Focused Global Growth Fund performance, holdings, … Management Information. Disclosures. WCM Focused Global Growth Fund is an open-end fund incorporated in the USA. Morgan Stanley Institutional Global Advtg Port;A - 12.37. For Financial Professionals Contact Us … The Parent Pillar is our rating of WCMGX’s parent organization’s priorities and whether they’re in line with investors’ interests. Overall Rating. More Take Action. WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. Find the latest WCM Focused Global Growth Fund (WFGGX) stock quote, history, news and other vital information to help you with your stock trading and investing. Unlock our full analysis with Morningstar Premium. Sales & Support. View mutual fund news, mutual fund market and mutual fund interest rates. See WCM Focused Global Growth Fund (WCMGX) mutual fund ratings from all the top fund analysts in one place. WCMGX. Instead, WCM focuses its attention on conventional growth sectors like technology, consumer … View Profile. Quote Fund Analysis Performance Risk Price Portfolio People Parent All … WCM Investment Management provides innovative, growth equity investment advisory services. Find the latest WCM Focused Global Growth Fund (WCMGX) stock quote, history, news and other vital information to help you with your stock trading and investing. WCM seeks quality growth businesses with superior growth prospects, high and/or rising returns on invested capital, and low or no debt. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Profile. With relatively little deep, fundamental research currently being conducted on Chinese companies, WCM believes this market is rife with opportunity. Our firm focuses on fundamental, original equity research as the foundation for superior portfolio returns. This agreement is in effect until August 31, 2021, and it may be terminated before that date only by the Trust's Board of Trustees. Compare. This fund tracks the MSCI ACWI NR USD index, with a weighting of 100%. WCM Focused Global Growth Investor WFGGX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2021. Minimum Initial InvestmentRegular Accounts $100,000Automatic Investment Plan $5,000, FeesNo short-term redemption fees or load fees, AdvisorWCM Investment Management281 Brooks StreetLaguna Beach, CA 92651, Minimum Initial InvestmentRegular Accounts $1,000Automatic Investment Plan $100, FeesNo short-term redemption fees or load fees; 0.25% 12b-1 fee. Analyze the Fund WCM Focused Global Growth Fund Investor Class having Symbol WFGGX for type mutual-funds and perform research on other mutual funds. Focused International Growth Fund. Our firm focuses on fundamental, original equity research as the foundation for superior portfolio returns. WCM Focused Global Growth Investor. Our People. 888-988-9801. WCM FOCUSED INTERNATIONAL GROWTH FUND FACT SHEET AS OF DECEMBER 31, 2020 TICKER SYMBOL: WCMIX CUSIP: 461418444 Share Class: Institutional Inception Date: May 31, 2011 Minimum Initial Investment: Regular Accounts: $100,000 Automatic Investment Plan: $5,000 Capital Gains/Dividends: Annually Fees: No short-term redemption fees or load fees Expense Ratio: Gross … WCMGX | A complete WCM Focused Global Growth;Institutional mutual fund overview by MarketWatch. The Fund provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth … YTD Return 6.0%; 3 Yr Annualized Return 18.7%; 5 Yr Annualized Return 20.3%; Net … Overall Rating. assign to the fund if an analyst covered the fund. Its expense ratio is high compared to funds in the World Large Stock category. As a result, we concentrate and distill our best ideas into our Focused Global Growth Fund. Rating Information. As a result, we concentrate and distill our best ideas into our Focused … WCM Focused Global Growth Fund mutual fund. See WCM Focused Global Growth Fund (WCMGX) mutual fund ratings from all the top fund analysts in one place. Expenses. Rating Information. Foreign investments present risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. WCM FOCUSED GLOBAL GROWTH FUND FACT SHEET AS OF DECEMBER 31, 2020 TICKER SYMBOL: WCMGX CUSIP: 46141P818 Share Class: Institutional Inception Date: June 28, 2013 Minimum Initial Investment: Regular Accounts: $100,000 Automatic Investment Plan: $5,000 Capital Gains/Dividends: Annually Fees: No short-term redemption fees or load fees Expense Ratio: Gross 1.27% Net 1.05%*** … WCM Focused Global Growth Institutional WCMGX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2021. WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and culture to seek long-term excess returns and try to mitigate downside risk. Funds. Focused International Value. Our Firm. WCM Investment Management provides innovative, growth equity investment advisory services. *The Fund's advisor has contractually agreed to waive its fees and/or pay for operating expenses of the Fund to ensure that the total annual fund operating expenses do not exceed 1.05% and 1.28% of average net assets of the Fund's Institutional Class and Investor Class shares, respectively. The machine-learning model is then applied to the “uncovered” fund The fund invests primarily in equity securities of companies located throughout the world, including the United States. Actions. See performance data and interactive charts for WCM Focused Global Growth Fund (WCMGX). Managers. Quote Fund Analysis Performance Risk … Overall Rating Overall Rating. Learn more about mutual funds at fidelity.com. See WCM Focused Global Growth Fund (WFGGX) mutual fund ratings from all the top fund analysts in one place. No Transaction Fee 1; Buy Sell. WCM Focused Global Growth Investor WFGGX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2021. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCMGX’s performance objective and investment process is for both security selection and portfolio construction. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. universe to create the Morningstar Quantitative Rating (denoted on this page by a WCM Focused Global Growth Fund - The investment seeks long-term capital appreciation. Our focus is on attractively valued, non-US organizations that are currently, or in the midst of becoming, dominant, industry leading companies. For Australian investors this provides significant diversification benefits, as these sectors represent a relatively small proportion of the local market. WCM’s focus on quality global stocks with expanding economic moats leads it towards high growth sectors such as technology, healthcare and consumer. WCMGX | A complete WCM Focused Global Growth;Institutional mutual fund overview by MarketWatch. The People Pillar is our evaluation of the WCMGX management team’s experience and ability. Find the latest WCM Focused Global Growth Fund (WFGGX) stock quote, history, news and other vital information to help you with your stock trading and investing. For Financial Professionals Contact Us … The Fund seeks long-term capital appreciation. ONGC's vision to be one of the global leader in integrated energy business through sustainable growth, knowledge excellence and exemplary governance practices, focus on domestic and international oil and gas exploration and production business opportunities. These risks are magnified in emerging markets. Terms of Service apply. Focused Growth Approach of WCM Investment Management. See WCM Focused International Growth Fund (WCMIX) mutual fund ratings from all the top fund analysts in one place. This table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. View the latest WCM Focused Global Growth;Institutional (WCMGX) stock price, news, historical charts, analyst ratings and financial information from WSJ. As a result, we concentrate and distill our best ideas into our Focused Global Growth Fund. Sales & Support. Our team also requires each company to maintain a durable competitive advantage – what management terms an economic moat. View Profile. Focused Growth Approach of WCM Investment Management. Baillie Gifford Long Term Global Growth;K - 18.12. These quantitative rating predictions make up what we call the WCMGX - Snapshot Vitals . WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and culture to seek long-term excess returns and try to mitigate downside risk. Bond … WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. Milwaukee, WI 53233. Instead, WCM focuses its attention on conventional growth sectors like technology, consumer discretionary, consumer staples, and health care. See WCM Focused Global Growth Fund performance, holdings, … Quote Fund Analysis Performance Risk Price Portfolio People Parent All … WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and culture to seek long-term excess returns and try to mitigate downside risk. Members of WCM’s investment team explain why two overlooked elements—moat trajectory and corporate culture—are the keys to uncovering the best long-term, global growth opportunities. WCM also requires each company to maintain a durable competitive advantage – what management terms an economic moat. Founded: 1976; Headquartered: Laguna Beach, CA, USA; Expertise: Actively managed international and global growth equity investments; AUM: USD 81.4B as … WCM FOCUSED GLOBAL GROWTH FUND INSTITUTIONAL CLASS- Performance charts including intraday, historical charts and prices and keydata. Unlike other international growth managers, WCM generally passes on businesses in leveraged, non-growth sectors such as energy, basic materials, utilities, or financials. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … The team focuses its … We are a responsive company that provides tailored, client-specific services to a variety of clients including corporations, private individuals, public funds, Taft-Hartley plans, endowments and foundations. WFGGX | A complete WCM Focused Global Growth;Investor mutual fund overview by MarketWatch. Click here for more on how to use these ratings. WCM Focused Global Growth Fund Institutional Class + Add to watchlist. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Logoplaste announces new partner to support future growth. Learn How to Read a Morningstar Analyst Report. View Top Holdings and Key Holding Information for WCM Focused Global Growth Fund (WCMGX). Fees and Expenses of the Fund . WFGGX. The Fund seeks long-term capital appreciation. Add to watchlist; Add to portfolio; Price (USD) 23.64; Today's Change-0.67 / -2.76%; 1 Year change +30.75%; Data delayed at least 15 minutes, as of Mar 04 2021. See WCM Focused Global Growth Fund performance, holdings, … WCMGX has an expense ratio of 1.05%, which is 6% lower than its category. The Fund seeks long-term capital appreciation. WCM Focused Global Growth Fund is an open-end fund incorporated in the USA. Find the latest WCM Focused Global Growth Fund (WCMGX) stock quote, history, news and other vital information to help you with your stock trading and investing. WCM Focused Global Growth Institutional (WCMGX) 23.64-0.67 (-2.76%) USD | Mar 4 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. Our process begins with identifying great businesses based on strong or strengthening competitive advantages ("economic moats") with substantial runway for organic growth. In depth view into WCMGX (WCM Focused Global Growth Institutional) including performance, dividend history, holdings and portfolio stats. Prospectus; Compare +Watch List +Set Alert; More. Its expense ratio is high compared to funds in the World Large Stock category. WCM Global Growth Limited (WQG or the Company) is a listed investment company investing in global equities. See the company profile for WCM Focused Global Growth Fund (WCMGX), including business summary, industry/sector information, number of employees, corporate governance, key … WCM Focused Global Growth Fund is an open-end fund incorporated in the USA. WCM FOCUSED GLOBAL GROWTH FUND INSTITUTIONAL CLASS- Performance charts including intraday, historical charts and prices and keydata. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. WCM Focused Global Growth Fund Investor Class. From time to time, the Fund may invest a large portion of its assets in companies in one or more sectors, and thus may be more susceptible to negative events affecting those sectors than other mutual funds.