Fund Evaluator:

WCM Focused International Equity Inv Overview

WCM Focused International Equity Inv (WLIVX) is an actively managed International Equity Foreign Large Growth fund. WCM Investment Management launched the fund in 2020.

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 75% of its net assets in equity securities of non-U.S. domiciled companies or depository receipts of non-U.S. domiciled companies the advisor believes to be undervalued, which companies may be located in developed, emerging market or frontier market countries. Its investments in equity securities may include common stock and depositary receipts. Generally, the fund will invest in equity securities of approximately 30 to 60 issuers.

About WCM Focused International Equity Inv (WLIVX)

There are 3 members of the management team with an average tenure of 4.17 years: Andrew Wiechert (2020), Drew French (2020), Rob Quirk (2025). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: MSCI ACWI Ex USA NR USD index with a weighting of 100%. WCM Focused International Equity Inv has 47 securities in its portfolio. The top 10 holdings constitute 39.5% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

WCM Focused International Equity Inv is part of the Equity global asset class and is within the International Equity fund group. WCM Focused International Equity Inv has 89.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 4.3%. There is 89.5% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WCM Focused International Equity Inv has 4.0% of the portfolio in cash.

Assets Under Management

The fund has $4 million in total assets, which is below the $1 billion average for the Foreign Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

WLIVX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WCM Focused International Equity Inv expense ratio is high compared to funds in the Foreign Large Growth category. WCM Focused International Equity Inv has an expense ratio of 1.10%, which is 6% higher than its category average, making the fund expense ratio grade a D. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. WCM Focused International Equity Inv has a portfolio turnover rate of 31%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 51% for the Foreign Large Growth category.

Recently, in the month of June 2026, WCM Focused International Equity Inv returned 2.3%, which earned it a grade of B, as the Foreign Large Growth category had an average return of 1.5%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

WCM Focused International Equity Inv has a trailing yield of 1.34%, which is above the 0.95% category average. The fund normally distributes its income annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

WCM Focused International Equity Inv Grades

Year to date, the fund has returned 14.0%, 4.6 percentage points better than the category, which translates into a grade of B. The fund has returned 29.5% over the past year (grade of A), 26.0% over the past three years (grade of A) and 10.9% per year over the past five years (grade of A).

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