WCM Focused International Growth Fund
Actively managed developed international stock fund
The investment objective of the WCM Focused International Growth Fund (the Fund) is long-term capital appreciation.
The fund uses a bottom-up approach to select large-capitalization non-U.S. equity securities, targeting companies with strong fundamentals, industry leadership, low debt, and attractive valuations across developed, emerging, and frontier markets. The manager evaluates political risk, monetary policy risk, and regulatory risk alongside traditional financial metrics. Because the fund's holdings depend on the manager's security selection, performance will diverge from any benchmark. The fund generally invests across at least three countries and regions, though it may concentrate significantly in particular countries or sectors at times.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
Siemens Energy AG | 7.76% | $1.75B | 9.2M | $190.64 |
TSMC | 7.70% | $1.73B | 22.0M | $78.89 |
5.85% | $1.32B | 1.4M | $965.00 | |
Rolls-Royce Holdings PLC | 5.13% | $1.15B | 60.2M | $19.17 |
ASML Holding NV | 4.66% | $1.05B | — | — |
SK hynix Inc | 4.63% | $1.04B | 591.0K | $1,764.58 |
SESea Ltd | 3.57% | $802.42M | — | — |
3.41% | $766.92M | 4.2M | $180.91 | |
Safran SA | 3.28% | $738.84M | 1.9M | $394.08 |
BAE Systems PLC | 3.25% | $731.27M | 29.8M | $24.51 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
All 44 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 86.61% |
| Other | 11.85% |
| Cash & short-term | 1.01% |
By sector
- International
- 73.3%
- Information Technology
- 5.8%
- Financials
- 5.4%
- Industrials
- 5.2%
- 4 other sectors
- 10.3%
- International
- 73.3%
- Information Technology
- 5.8%
- Financials
- 5.4%
- Industrials
- 5.2%
- Health Care
- 3.5%
- Consumer Staples
- 3.4%
- Materials
- 1.7%
- Cash
- 1.7%
How it has done
WCMIX share class · total returns with dividends reinvested
Volatility over the last 12 months: 19.93%. Past returns are a record, not a forecast.
May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
The 2 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 1.05% | +18.12% | +46.12% | +27.79% | -12.61% | |
| 1.30% | +17.82% | +45.04% | +26.20% | -12.68% |
These classes hold the same portfolio, so the 1.59pp spread over 5 years is the cost difference between them — roughly 0.32pp a year — not a difference in what they own.
Fees & fund details
WCM Focused International Growth Fund is an actively managed developed international equity fund.
- Asset class
- Equity
- Region
- Developed international
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 1.05% – 1.30%· WCMIX 1.05%
- Portfolio turnover
- 23.00% a year · as of 2026 Q2
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
6 new
5 exited
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