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WCM China Quality Growth Investor (WCQGX)

9.85
+0.09
+(0.92%)
At close: 8:02:48 PM EDT
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  • Previous Close 9.76
  • YTD Return 5.80%
  • Expense Ratio 1.63%
  • Category China Region
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.77M
  • Beta (5Y Monthly) 0.98
  • Yield 1.91%
  • 5y Average Return --
  • Holdings Turnover 74.00%
  • Last Dividend 0.17
  • Inception Date Mar 31, 2020

Under normal market conditions, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of Chinese companies. The advisor considers a company to be a Chinese company if it has been organized under the laws of, has its principal offices in, or has its securities principally traded in, China, or if the company derives at least 50% of its revenues or net profits from, or has at least 50% of its assets or production capacities in, China. It is non-diversified.

WCM Investment Management

Fund Family

China Region

Fund Category

1.77M

Net Assets

2020-03-31

Inception Date

More about WCM China Quality Growth Investor

Performance Overview: WCQGX

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Trailing returns as of 5/20/2025. Category is China Region.

YTD Return

WCQGX
5.80%
Category
6.62%
 

1-Year Return

WCQGX
8.68%
Category
37.26%
 

3-Year Return

WCQGX
5.66%
Category
13.53%
 

5-Year Return

WCQGX
0.41%
Category
15.37%
 

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Holdings: WCQGX

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Sector Weightings

SectorWCQGX
Communication Services   29.05%
Consumer Cyclical   24.91%
Technology   15.74%
Industrials   13.83%
Consumer Defensive   8.84%
Financial Services   4.83%
Healthcare   2.80%
Real Estate   0.00%
Basic Materials   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WCQGX

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Research Reports: WCQGX

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