WCM China Quality Growth Institutional

Frequently Asked Questions About WCMCX

What does WCMCX invest in?

Typically, the fund commits a substantial portion—at least 80% of its total net assets, including any funds acquired through borrowing—to equity investments in Chinese companies. The investment manager employs a broad definition for what constitutes a "Chinese company," encompassing entities that are legally incorporated or primarily headquartered in China, or whose shares are predominantly traded on Chinese exchanges. Furthermore, a company also qualifies if it generates a minimum of 50% of its income or net earnings from China, or if at least half of its assets or production capabilities are situated within the country. This fund operates as a non-diversified portfolio.

What is the expense ratio of WCMCX?

WCM China Quality Growth Institutional (WCMCX) charges an expense ratio of 1.27%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WCMCX?

WCM China Quality Growth Institutional (WCMCX) manages $1.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WCMCX actively managed or an index fund?

WCMCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WCMCX launched?

WCM China Quality Growth Institutional (WCMCX) launched in March 2020 and is managed by WCM.

How has WCMCX performed?

WCMCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.