WCM Focused International Opportunities Fund Institutional Class Shares
WCMOX
NASDAQ
| Weiss Ratings | WCMOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | WCMOX-NASDAQ | Click to Compare |
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| Provider | WCM Investment Management | |||
| Manager/Tenure (Years) | Gregory S. Ise (4), Tamara Manoukian (4) | |||
| Website | http://www.wcminvest.com/funds | |||
| Fund Information | WCMOX-NASDAQ | Click to Compare |
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| Fund Name | WCM Focused International Opportunities Fund Institutional Class Shares | |||
| Category | Foreign Large Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Foreign Stock | |||
| Inception Date | Mar 30, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WCMOX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.41% | |||
| Dividend | WCMOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.87% | |||
| Asset Allocation | WCMOX-NASDAQ | Click to Compare |
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| Cash | 2.23% | |||
| Stock | 95.85% | |||
| U.S. Stock | 15.20% | |||
| Non-U.S. Stock | 80.65% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.92% | |||
| Price History | WCMOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.55% | |||
| 30-Day Total Return | -3.19% | |||
| 60-Day Total Return | -9.54% | |||
| 90-Day Total Return | -5.19% | |||
| Year to Date Total Return | -4.02% | |||
| 1-Year Total Return | 28.35% | |||
| 2-Year Total Return | 25.33% | |||
| 3-Year Total Return | 51.15% | |||
| 5-Year Total Return | 24.24% | |||
| Price | WCMOX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WCMOX-NASDAQ | Click to Compare |
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| Nav | $12.41 | |||
| 1-Month Low NAV | $11.94 | |||
| 1-Month High NAV | $13.03 | |||
| 52-Week Low NAV | $8.81 | |||
| 52-Week Low NAV (Date) | Apr 07, 2025 | |||
| 52-Week High NAV | $14.06 | |||
| 52-Week High Price (Date) | Jan 27, 2026 | |||
| Beta / Standard Deviation | WCMOX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 16.33 | |||
| Balance Sheet | WCMOX-NASDAQ | Click to Compare |
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| Total Assets | 58.42M | |||
| Operating Ratios | WCMOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 112.00% | |||
| Performance | WCMOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.08% | |||
| Last Bear Market Total Return | -23.49% | |||