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 | 1.51% | |||
| Dividend | WCMOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | WCMOX-NASDAQ | Click to Compare |
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| Cash | 2.41% | |||
| Stock | 92.90% | |||
| U.S. Stock | 14.58% | |||
| Non-U.S. Stock | 78.32% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 4.69% | |||
| Price History | WCMOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.00% | |||
| 30-Day Total Return | 1.54% | |||
| 60-Day Total Return | -3.30% | |||
| 90-Day Total Return | -3.37% | |||
| Year to Date Total Return | 29.45% | |||
| 1-Year Total Return | 28.54% | |||
| 2-Year Total Return | 37.45% | |||
| 3-Year Total Return | 72.83% | |||
| 5-Year Total Return | -- | |||
| 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 | $12.71 | |||
| 1-Month Low NAV | $12.30 | |||
| 1-Month High NAV | $13.03 | |||
| 52-Week Low NAV | $8.81 | |||
| 52-Week Low NAV (Date) | Apr 07, 2025 | |||
| 52-Week High NAV | $13.55 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | WCMOX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 17.14 | |||
| Balance Sheet | WCMOX-NASDAQ | Click to Compare |
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| Total Assets | 51.25M | |||
| Operating Ratios | WCMOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 115.00% | |||
| Performance | WCMOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.08% | |||
| Last Bear Market Total Return | -23.49% | |||