WFGAX Performance — First Trust WCM Focused Global Growth Fund
Data updated: 2026-08-21
In the 12 months to Jun 2026 the fund took in a net $643.0M, and assets reached $1.66B.
WFGAX Growth of $100
What $100 invested in First Trust WCM Focused Global Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Growth category average over the same months.
| Period | WFGAX | Category average |
|---|---|---|
| Since data start (Mar 2026 – Jun 2026) | $110 | $107 |
WFGAX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.52% |
3- and 5-year figures withheld: too few months to verify.
WFGAX Annual Returns
Calendar-year total returns of First Trust WCM Focused Global Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Mar–Jun) | +9.52% |
WFGAX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | — | — | −8.0% | +9.8% | +4.6% | +3.7% | — | — | — | — | — | — |
WFGAX Risk
Risk measures from monthly returns over Mar 2026 – Jun 2026.
- Best month: +9.82% (Apr 2026)
- Worst month: −8.03% (Mar 2026)
WFGAX Fund Flows
Monthly money in and out of First Trust WCM Focused Global Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $643.0M
- 12-month gross sales (incl. reinvestments): $894.1M
- Sales ÷ redemptions: 3.56×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $51.5M | $16.8M | $34.6M |
| May 2026 | $125.5M | $20.2M | $105.3M |
| Apr 2026 | $91.9M | $20.8M | $71.1M |
| Mar 2026 | $88.6M | $24.6M | $64.1M |
| Feb 2026 | $53.2M | $34.4M | $18.8M |
| Jan 2026 | $53.9M | $25.5M | $28.5M |
| Dec 2025 | $84.4M | $21.5M | $62.9M |
| Nov 2025 | $72.7M | $9.7M | $62.9M |
| Oct 2025 | $124.5M | $16.9M | $107.6M |
| Sep 2025 | $38.3M | $19.3M | $19.1M |
| Aug 2025 | $43.4M | $12.4M | $31.0M |
| Jul 2025 | $66.0M | $29.0M | $37.0M |
WFGAX Assets Under Management
Net assets of First Trust WCM Focused Global Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.66B |
| 2026-03-31 | $1.20B |
| 2025-12-31 | $1.15B |
| 2025-09-30 | $967.44M |
| 2025-06-30 | $790.62M |
| 2025-03-31 | $651.15M |
| 2024-12-31 | $559.04M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.