WCM Focused International Growth Fund

Shareclass

WCM Focused International Growth Instl (WCMIX)

Type

Open-end mutual fund

Manager

WCM Investment Management

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

36.4

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 697 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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
3.23% of assets
$557.65M invested
2. Schneider Electric SE
2.24% of assets
$387.26M invested
3. UBS Group AG
2% of assets
$344.63M invested
4. Experian PLC
1.66% of assets
$286.65M invested
5. BAE Systems PLC
2.32% of assets
$399.68M invested
6. Novo Nordisk AS Class B
4.26% of assets
$734.81M invested
7. SAP SE
3.86% of assets
$665.55M invested
8. Siemens Energy AG Ordinary Shares
2.75% of assets
$474.03M invested
9. Rolls-Royce Holdings PLC
3.11% of assets
$536.86M invested
10. Atlassian Corp A
2.4% of assets
$414.23M 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. Coupang Inc Ordinary Shares - Class A
2.41% of assets
$415.28M invested
2. Waste Connections Inc
1.62% of assets
$279.38M invested
3. Canadian Natural Resources Ltd
1.64% of assets
$282.86M invested
4. Mitsubishi Heavy Industries Ltd
2.92% of assets
$504.22M invested
5. Canadian Pacific Kansas City Ltd
2.78% of assets
$479.38M invested
6. MercadoLibre Inc
1.99% of assets
$342.73M invested
7. Steris PLC
2.07% of assets
$357.48M invested
8. Icon PLC
2.98% of assets
$515.01M invested
9. Sea Ltd ADR
3.96% of assets
$682.95M invested
10. Linde PLC
1.93% of assets
$333.07M invested

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Financial performance

Performance data provided by

Find more financial data on WCMIX at Morningstar.com

Gender Equality and Returns

Returns chart for WCM Focused International Growth Fund

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.

Benchmarking tool

Current fund

WCMIX

WCM Focused International Growth Fund

Family

WCM Investment Management

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.28% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

WCMIX

WCM Focused International Growth Fund

Family

WCM Investment Management

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.28% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

WCMIX

WCM Focused International Growth Fund

Family

WCM Investment Management

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.28% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
WCMIX - WCM Focused International Growth Fund

0.57%

4.08%

12%

9.21%

54 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-6.18%

-0.86%

0.79%

4.28%

3 / 100 points lower

Find more financial data on WCMIX at Morningstar.com

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