WCM Focused Global Growth Fund - Investor Class
WFGGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- Investment Managers Ser Tr (WCM) DE United States of America
- IPO Date
- Jul 2, 2013
- CIK
- 0001318342
- Website
- wcminvest.com
- Similar Companies
- Business
- First Trust WCM Focused Global Growth Fund (Investor Class) (WFGGX) is an open-end mutual fund that seeks capital appreciation by investing primarily in global large-cap growth equities. The Fund focuses on high-quality companies with high returns on invested capital, superior growth prospects, and low debt levels, concentrating holdings in 30-50 securities across developed and emerging markets worldwide; it maintains approximately 52% exposure to U.S. stocks, 45% to non-U.S. stocks, and limited cash or other assets, with top sectors including information technology, health care, and industrials exemplified by holdings such as Applovin Corp, 3i Group Plc, Saab AB, Amazon.com Inc, and Siemens Energy AG. Managed as a series of First Trust with sub-advisory from WCM Investment Management, LLC, the Investor Class shares carry an expense ratio of 1.30%, minimum initial investment of $1,000, and target individual and institutional investors seeking global large-stock growth exposure. On October 7, 2024, the Fund completed a reorganization by acquiring the assets and performance history of the predecessor WCM Focused Global Growth Fund, an open-end fund managed solely by WCM, in a tax-free transaction approved by shareholders on September 27, 2024; this strategic shift transferred management oversight to First Trust Advisors L.P. while retaining WCM as sub-adviser for continuity in investment policies. The Fund, launched in 2013, operates from First Trust's headquarters in Wheaton, Illinois, with WCM Investment Management, founded in 1976 and based in Laguna Beach, California, providing the core equity research and portfolio construction expertise across global markets including the U.S., Europe, and emerging regions.