WCMIFirst Trust WCM International Equity ETF

Grow my money6y track recordRanked #1,013 of 2,960 in this goal

Seeks to provide investors with long-term capital appreciation.

By First Trust · Launched 2020

Annual Cost

0.85%

#4,336 of 5,562 · expensive

Fund Size

$1.5B

#894 of 5,562 · large

Return (1Y)Goal

+26.3%

Track Record

6 years

#2,072 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,776+27.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 38.8% of fund✓ well diversified

Rolls-Royce Holdings PLC

7.4%

TSMC

6.1%

Babcock International Group PL

5.1%

Prosus NV

3.6%

Teva Pharmaceutical Industries

3.3%

Siemens Energy AG

2.8%

Societe Generale SA

2.8%

Cia de Saneamento Basico do Es

2.7%

Brookfield Corp

2.6%

Sony Group Corp

2.4%

Asset allocation

Stocks

98.4%

Cash

1.6%

By sector

Technology

22.0%

Industrials

17.3%

Financial Services

15.6%

Healthcare

12.3%

Communication

9.2%

Consumer Cyclical

6.4%

Energy

6.4%

Consumer Defensive

5.1%

Other

5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.0%Moderate

Year-on-year price swings

Max drawdown

-12.8%Mild

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 non-U.S. companies, including common stock and depositary receipts. The Fund may invest in developed, emerging, and frontier market countries, and in securities denominated in non-U.S. currencies. The investment process involves bottom-up research, considering corporate performance, competitive position, future growth potential, and intrinsic value, along with ESG characteristics. No more than 25% in any one industry.
Inception date: March 31, 2020
Fund family: First Trust