Nasdaq
USD
WCM Focused International Growth Inv (WCMRX)
25.80
-0.48
(-1.83%)
As of 8:10:28 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.48% |
|---|---|
| 5y Average Return | 2.30% |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 35.02% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 35.02% |
| Worst 3Y Total Return | -4.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WCMRX
Category
- YTD
- 10.34%
- 7.01%
- 1-Month
- -2.53%
- 0.44%
- 3-Month
- -4.53%
- 6.77%
- 1-Year
- 5.22%
- 34.50%
- 3-Year
- 16.63%
- 13.81%
- 5-Year
- 4.32%
- 13.83%
- 10-Year
- 10.64%
- 8.22%
- Last Bull Market
- 19.75%
- 17.48%
- Last Bear Market
- -17.51%
- -22.43%
Annual Total Return (%) History
Year
WCMRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.27% | 17.06% | -4.53% | -- |
|
2025
|
5.09% | 19.37% | 0.78% | -4.64% |
|
2024
|
11.71% | -1.44% | 4.57% | -7.37% |
|
2023
|
10.49% | 3.49% | -9.04% | 11.80% |
|
2022
|
-17.35% | -17.51% | -8.18% | 13.34% |
|
2021
|
-0.12% | 10.62% | 0.07% | 5.56% |
|
2020
|
-16.87% | 25.53% | 8.64% | 16.81% |
|
2019
|
12.81% | 9.90% | -0.64% | 9.60% |
|
2018
|
1.72% | 0.81% | 2.98% | -12.48% |
|
2017
|
10.48% | 8.13% | 4.25% | 5.09% |
Rank in Category (By Total Return)
| YTD | 28 |
| 1-Month | 45 |
|---|---|
| 3-Month | 74 |
| 1-Year | 63 |
| 3-Year | 37 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 5.22% |
| 3-Year | 16.63% |
|---|---|
| 5-Year | 4.32% |
| 10-Year | 10.64% |
Performance & Risk
| YTD Return | 5.48% |
| 5y Average Return | 2.30% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Growth |
| Fund Family | WCM Investment Management |
| Net Assets | 21.22B |
| YTD Return | 10.34% |
| Yield | 0.53% |
| Morningstar Rating | |
| Inception Date | May 31, 2011 |
Fund Summary
The fund normally invests at least 75% of its net assets in equity securities of non-U.S. domiciled companies or depositary receipts of non-U.S. domiciled companies located in developed countries and in emerging and frontier market countries. The fund's investments in equity securities may include common stocks and depositary receipts. It generally invests in securities of companies located in different regions and in at least three different countries.
