WCM Focused International Opps Ins

Frequently Asked Questions About WCMOX

What does WCMOX invest in?

Under typical market circumstances, this fund primarily allocates its capital to the stock shares and depositary receipts of companies headquartered outside the United States. Its investment focus is on businesses with small to medium market capitalizations. A significant portion of these holdings will be in firms operating within emerging or frontier market countries. These specific market classifications refer to nations that the World Bank designates as having low- to middle-income economies, or those included in the Morgan Stanley Capital International (MSCI) emerging markets or frontier market indices.

What is the expense ratio of WCMOX?

WCM Focused International Opps Ins (WCMOX) charges an expense ratio of 1.01%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WCMOX?

WCM Focused International Opps Ins (WCMOX) manages $60.4M 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 WCMOX actively managed or an index fund?

WCMOX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (WCMOX's is 1.01%) because there's no security selection cost.

When was WCMOX launched?

WCM Focused International Opps Ins (WCMOX) launched in March 2021 and is managed by WCM.

How has WCMOX performed?

WCMOX'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.