Nasdaq
USD
WCM Focused International Growth Inv (WCMRX)
25.80
-0.48
(-1.83%)
As of 8:10:28 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.02% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
WCMRX | Category Average | WCMRX | Category Average | WCMRX | Category Average |
|
Alpha
|
-3.44 | 0.05 | -4.82 | 0.03 | 1.7 | 0.03 |
|
BETA
|
1.04 | 0.01 | 1.1 | 0.01 | 0.99 | 0.01 |
|
Mean Annual Return
|
1.4 | 0.01 | 0.51 | 0.01 | 0.97 | 0.01 |
|
R-squared
|
69.35 | 0.87 | 74.75 | 0.84 | 74.7 | 0.88 |
|
Standard Deviation
|
16.56 | 0.17 | 19.64 | 0.15 | 17.17 | 0.15 |
|
Sharpe Ratio
|
0.74 | 0.01 | 0.11 | 0.01 | 0.53 | 0.01 |
|
Treynor Ratio
|
11.58 | 0.11 | 0.3 | 0.11 | 8.17 | 0.08 |
