WCM Focused Internatl Opp Invest (WCFOX)
13.85
-0.20
(-1.42%)
USD |
May 19 2026
WCFOX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.93% |
| Stock | 97.97% |
| Bond | 0.49% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.61% |
Market Capitalization
As of March 31, 2026
| Large | 67.45% |
| Mid | 26.75% |
| Small | 5.80% |
Region Exposure
| Americas | 23.26% |
|---|---|
|
North America
|
15.56% |
| Canada | 5.92% |
| United States | 9.64% |
|
Latin America
|
7.71% |
| Brazil | 5.28% |
| Peru | 1.38% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 47.91% |
|---|---|
| United Kingdom | 11.96% |
|
Europe Developed
|
33.33% |
| Austria | 1.57% |
| Belgium | 2.53% |
| Denmark | 3.50% |
| Finland | 1.04% |
| France | 4.05% |
| Germany | 7.48% |
| Greece | 1.69% |
| Italy | 2.23% |
| Netherlands | 4.32% |
| Switzerland | 2.31% |
|
Europe Emerging
|
1.55% |
| Czech Republic | 1.55% |
|
Africa And Middle East
|
1.07% |
| Israel | 1.07% |
| Greater Asia | 27.32% |
|---|---|
| Japan | 11.25% |
|
Australasia
|
0.00% |
|
Asia Developed
|
16.07% |
| Hong Kong | 2.33% |
| Singapore | 2.45% |
| South Korea | 6.81% |
| Taiwan | 4.47% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.51% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.12% |
| Materials |
|
3.51% |
| Consumer Discretionary |
|
13.84% |
| Financials |
|
17.78% |
| Real Estate |
|
0.00% |
| Sensitive |
|
49.61% |
| Communication Services |
|
0.00% |
| Energy |
|
5.16% |
| Industrials |
|
31.02% |
| Information Technology |
|
13.43% |
| Defensive |
|
13.86% |
| Consumer Staples |
|
7.09% |
| Health Care |
|
6.77% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.41% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.41% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |