WCMEFirst Trust WCM Developing World Equity ETF

Grow my money6y track recordRanked #2,315 of 2,969 in this goal

Seeks to provide investors with long-term capital appreciation.

By First Trust · Launched 2020

Annual Cost

0.95%

#4,695 of 5,573 · expensive

Fund Size

$36M

#3,874 of 5,573 · small

Return (1Y)Goal

+27.3%

Track Record

6 years

#2,075 of 5,573 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,813+28.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 42.3% of fundmoderately concentrated

TSMC

9.9%

SK hynix Inc

4.2%

Tencent Holdings Ltd

4.0%

Teva Pharmaceutical Industries

3.9%

AIA Group Ltd

3.9%

B3 SA - Brasil Bolsa Balcao

3.7%

Credicorp Ltd

3.5%

ICICI Bank Ltd

3.1%

Bid Corp Ltd

3.1%

HKEX

3.1%

Asset allocation

Stocks

98.3%

Cash

1.7%

By sector

Technology

39.4%

Financial Services

15.0%

Consumer Cyclical

10.9%

Healthcare

10.5%

Industrials

7.4%

Basic Materials

6.3%

Energy

4.5%

Communication

3.4%

Other

2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.9%High

Year-on-year price swings

Max drawdown

-15.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investors with long-term capital appreciation.
Strategy: Invests primarily in equity securities of companies located in developing countries, including common stock and depositary receipts. The Fund may invest in securities denominated in non-U.S. currencies and China A Shares. The Sub-Advisor uses bottom-up fundamental research to evaluate companies based on corporate performance, competitive position, potential growth, and intrinsic value, while also considering ESG factors. The Fund will not invest 25% or more in any one industry and is classified as non-diversified under the 1940 Act.
Inception date: March 31, 2020
Fund family: First Trust