Nasdaq - Delayed Quote USD
First Trust WCM Focused Global Gr Inst (WCMGX)
29.59
+0.01
+(0.03%)
At close: 8:04:28 PM EDT
Top 9 Holdings (37.96% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWCMGX
Technology 28.24%
Healthcare 20.56%
Industrials 15.25%
Financial Services 13.13%
Consumer Cyclical 11.18%
Basic Materials 5.05%
Consumer Defensive 3.33%
Utilities 3.25%
Real Estate 0.00%
Communication Services 0.00%
Energy 0.00%
Overall Portfolio Composition (%)
| Cash | 5.36% |
| Stocks | 91.87% |
| Bonds | 0.00% |
| Others | 2.76% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | WCMGX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 33.46 |
| Price/Book | 0.15 | 5.38 |
| Price/Sales | 0.37 | 3.97 |
| Price/Cashflow | 0.04 | 21.99 |
| Median Market Cap | 125,439.9 | 139,280.73 |
| 3 Year Earnings Growth | 22 | 20.56 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | 9.33% |
| 5y Average Return | 14.63% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | First Trust |
| Net Assets | 702.76M |
| YTD Return | 0.29% |
| Yield | 0.73% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2013 |
Fund Summary
The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.
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