Development
WCM Focused Global Growth Fund Institutional Class
WCMGX
NASDAQ
| Weiss Ratings | WCMGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WCMGX-NASDAQ | Click to Compare |
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| Provider | First Trust | |||
| Manager/Tenure (Years) | Sanjay Ayer (11), Paul Russell Black (11), Michael B. Trigg (11), 1 other | |||
| Website | http://www.ftportfolios.com/ | |||
| Fund Information | WCMGX-NASDAQ | Click to Compare |
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| Fund Name | First Trust WCM Focused Global Growth Fund Institutional Class | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 28, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WCMGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.75% | |||
| Dividend | WCMGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.62% | |||
| Asset Allocation | WCMGX-NASDAQ | Click to Compare |
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| Cash | 5.36% | |||
| Stock | 91.87% | |||
| U.S. Stock | 65.60% | |||
| Non-U.S. Stock | 26.27% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.76% | |||
| Price History | WCMGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.99% | |||
| 30-Day Total Return | -4.70% | |||
| 60-Day Total Return | -7.42% | |||
| 90-Day Total Return | -1.42% | |||
| Year to Date Total Return | -1.42% | |||
| 1-Year Total Return | 15.19% | |||
| 2-Year Total Return | 48.69% | |||
| 3-Year Total Return | 35.62% | |||
| 5-Year Total Return | 114.99% | |||
| Price | WCMGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WCMGX-NASDAQ | Click to Compare |
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| Nav | $26.94 | |||
| 1-Month Low NAV | $26.33 | |||
| 1-Month High NAV | $28.27 | |||
| 52-Week Low NAV | $23.51 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $30.96 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | WCMGX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 19.02 | |||
| Balance Sheet | WCMGX-NASDAQ | Click to Compare |
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| Total Assets | 651.15M | |||
| Operating Ratios | WCMGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 43.00% | |||
| Performance | WCMGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.27% | |||
| Last Bear Market Total Return | -18.10% | |||