WCM China Quality Growth Fund Institutional (WCMCX)
10.41
+0.12
(+1.17%)
USD |
May 20 2026
WCMCX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 100.3% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.35% |
Market Capitalization
As of March 31, 2026
| Large | 78.57% |
| Mid | 16.77% |
| Small | 4.66% |
Region Exposure
| Americas | 3.25% |
|---|---|
|
North America
|
3.25% |
| United States | 3.25% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.21% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.21% |
| Ireland | 2.10% |
| Netherlands | 2.11% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 92.89% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
28.12% |
| Hong Kong | 22.53% |
| Singapore | 1.23% |
| Taiwan | 4.36% |
|
Asia Emerging
|
64.78% |
| China | 64.78% |
| Unidentified Region | -0.35% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.82% |
| Materials |
|
3.65% |
| Consumer Discretionary |
|
12.71% |
| Financials |
|
9.47% |
| Real Estate |
|
0.00% |
| Sensitive |
|
62.28% |
| Communication Services |
|
12.63% |
| Energy |
|
0.00% |
| Industrials |
|
26.92% |
| Information Technology |
|
22.74% |
| Defensive |
|
10.74% |
| Consumer Staples |
|
5.24% |
| Health Care |
|
5.50% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.15% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.15% |
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 | -- |