WCMOX — WCM Focused International Opportunities Fund
Data updated: 2026-05-22
WCMOX — WCM Focused International Opportunities Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Developed ex-US Mid Cap Blend / Core Equity · $53.43M AUM · 1.01% expense ratio · 25.7% 1-yr return. From SEC regulatory filings.
WCMOX Fund Overview
WCMOX — WCM Focused International Opportunities Fund is a US mutual fund managed by Investment Managers Series Trust, categorised as Developed ex-US Mid Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Investment Managers Series Trust
- Category: Developed ex-US Mid Cap Blend / Core Equity
- Assets under management: $53.43M
- 1-year return: 25.7%
- Ticker: WCMOX
- SEC CIK: 0001318342
- SEC series ID: S000071190
- Share class ID: C000225977
WCMOX Holdings
Top 10 holdings of WCM Focused International Opportunities Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Siemens Energy AG | 4.29% |
| Rolls-Royce Holdings PLC | 3.83% |
| SK Square Co Ltd | 3.53% |
| Philip Morris International In | 3.29% |
| Tsmc | 3.06% |
| Kioxia Holdings Corp | 2.54% |
| Ucb SA | 2.53% |
| British American Tobacco PLC | 2.46% |
| PayPay Corp | 2.42% |
| PRIO SA/Brazil | 2.25% |
WCMOX Portfolio Allocation
Asset-class allocation of WCM Focused International Opportunities Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 92.3% |
| Other | 5.7% |
| Cash & Equivalents | 2.7% |
WCMOX Performance
Total returns for WCMOX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -4.7% |
| 1 year | 25.7% |
| 3 years (annualised) | 14.2% |
| 5 years (annualised) | 4.8% |
WCMOX Risk Information
Risk metrics for WCMOX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 18.6%
WCMOX Costs and Fees
WCMOX costs about $101 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.01%
- Gross expense ratio: 2.07%
- Portfolio turnover: 112%
- Brokerage commissions: 28.07 bps of average net assets (SEC N-CEN)
WCMOX Cashflows
Over the 12 months to 2026-03, WCM Focused International Opportunities Fund had net inflows of $15.33M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $367.86K |
| 2026-02 | $3.65M |
| 2026-01 | $1.07M |
| 2025-12 | −$68.28K |
| 2025-11 | $835.20K |
| 2025-10 | $6.78M |
WCMOX Debt Constituents
No individual debt constituents are reported in WCM Focused International Opportunities Fund's latest SEC N-PORT filing.
WCMOX Prospectus and SEC Filings
Official WCM Focused International Opportunities Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Developed ex-US Mid Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.