WCM Focused International Equity Fund
Shareclass
WCM Focused International Equity Ins (WCMVX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 781 out of 1,094 funds
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Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WCM Focused International Equity Fund WCMVX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC ADR1.33% of assets$125,143 invested
- 2. Haleon PLC ADR2.79% of assets$263,190 invested
- 3. UBS Group AG3.18% of assets$300,168 invested
- 4. Merck KGaA1.93% of assets$181,902 invested
- 5. Recruit Holdings Co Ltd2.21% of assets$208,524 invested
- 6. Deutsche Telekom AG3.05% of assets$287,643 invested
- 7. London Stock Exchange Group PLC2.13% of assets$201,316 invested
- 8. Siemens Energy AG Ordinary Shares2.08% of assets$196,363 invested
- 9. RELX PLC ADR1.92% of assets$181,680 invested
- 10. Rolls-Royce Holdings PLC6.03% of assets$569,454 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. TFI International Inc1.12% of assets$105,370 invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg3.08% of assets$291,272 invested
- 3. Canadian Natural Resources Ltd2.58% of assets$243,873 invested
- 4. Celestica Inc Ordinary Shares (Subordinate Voting)3.27% of assets$309,205 invested
- 5. Tokyo Electron Ltd1.91% of assets$180,383 invested
- 6. Prosus NV Ordinary Shares - Class N2.27% of assets$214,512 invested
- 7. Japan Exchange Group Inc2.11% of assets$199,718 invested
- 8. D'Ieteren Group1.23% of assets$116,522 invested
- 9. Sony Group Corp ADR1.98% of assets$187,266 invested
- 10. NICE Ltd ADR1.39% of assets$131,626 invested
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Financial performance
Performance data provided by
Find more financial data on WCMVX at Morningstar.com
Find more financial data on WCMVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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