WCM Focused Emerging Markets Fund - Investor Class

Frequently Asked Questions About WFEMX

What does WFEMX invest in?

This fund aims to achieve substantial long-term capital growth. Under typical market conditions, at least 80% of its net assets, including any leveraged capital, are dedicated to equity investments. These investments target companies located in emerging or frontier economies, and the fund's scope is not limited by the size of these businesses. It usually diversifies its holdings by investing in securities of companies headquartered in a minimum of three different nations.

What is the expense ratio of WFEMX?

WCM Focused Emerging Markets Fund - Investor Class (WFEMX) charges an expense ratio of 1.50%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WFEMX?

WCM Focused Emerging Markets Fund - Investor Class (WFEMX) is one share class of a fund that manages $961.7M across all of its share classes (WCMEX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WFEMX actively managed or an index fund?

WFEMX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WFEMX's is 1.50%) in exchange for the discretion to over- or under-weight positions.

When was WFEMX launched?

WCM Focused Emerging Markets Fund - Investor Class (WFEMX) launched in July 2013 and is managed by WCM.

How has WFEMX performed?

WFEMX'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.