WCM Focused International Opportunities Fund
Shareclass
WCM Focused International Opps Ins (WCMOX)
Type
Open-end mutual fund
Manager
Gender equality score
50
/ 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: 890 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
16/20
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 Opportunities Fund WCMOX
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. Schneider Electric SE2.08% of assets$718,658 invested
- 2. Auto Trader Group PLC1.34% of assets$461,822 invested
- 3. Philip Morris International Inc1.87% of assets$645,076 invested
- 4. Novo Nordisk AS Class B2.11% of assets$730,807 invested
- 5. SAP SE2.08% of assets$718,238 invested
- 6. Wise PLC Class A2.15% of assets$742,250 invested
- 7. Siemens Energy AG Ordinary Shares2.09% of assets$723,360 invested
- 8. Rolls-Royce Holdings PLC1.52% of assets$524,610 invested
- 9. Atlassian Corp A1.45% of assets$501,363 invested
- 10. Adyen NV2.15% of assets$744,251 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. Constellation Software Inc1.43% of assets$494,738 invested
- 2. TFI International Inc1.46% of assets$504,011 invested
- 3. Coupang Inc Ordinary Shares - Class A1.27% of assets$439,380 invested
- 4. Viking Holdings Ltd3.17% of assets$1.09M invested
- 5. Celestica Inc Ordinary Shares (Subordinate Voting)3.09% of assets$1.07M invested
- 6. Mitsubishi Heavy Industries Ltd2.23% of assets$772,495 invested
- 7. Money Forward Inc Ordinary Shares1.39% of assets$481,707 invested
- 8. Disco Corp1.76% of assets$608,281 invested
- 9. Buzzi SpA1.1% of assets$378,743 invested
- 10. BE Semiconductor Industries NV1.47% of assets$508,424 invested
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Financial performance
Performance data provided by
Find more financial data on WCMOX at Morningstar.com
Find more financial data on WCMOX 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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