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First Trust Wcm Focused Global Growth Fund - Investor: (MF: WFGGX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$29.84 USD
-0.17 (-0.57%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.16 | 11 |
| 3 months | 18.32 | 3 |
| 6 months | 15.16 | 11 |
| 1 Year | 29.65 | 3 |
| 3 Year | 24.27 | 2 |
| 5 Year | 14.11 | 15 |
| 10 Year | 13.87 | 1 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 18.93 |
| % Yield | 0.45 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2025 | 25.18 |
| % Turnover 6/30/2025 | 43.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.06 | 1.03 | 0.96 |
| Alpha | 3.27 | -2.18 | 0.83 |
| R Squared | 0.88 | 0.84 | 0.83 |
| Std. Dev. | 17.84 | 18.27 | 16.40 |
| Sharpe | 1.16 | 0.70 | 2.00 |
Sector / Country Weightings
| As of 6/30/2025 | % of Portfolio |
|---|---|
| United States | 57.70 |
| United Kingdom | 9.17 |
| China | 4.25 |
| Germany | 4.02 |
| Singapore | 3.89 |
| Sweden | 3.87 |
| Taiwan | 3.45 |
| India | 2.66 |
| Denmark | 2.26 |
| Canada | 2.09 |
Portfolio Holdings
| Top Equity Holdings (As of 3/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| APPLOVIN CORPORATION | 7.32 | 47.46 |
| 3I GROUP PLC ADR | 4.61 | 29.87 |
| AMAZON.COM INC | 4.57 | 29.65 |
| SEA LTD ADR | 3.89 | 25.21 |
| SAAB AB CLASS B | 3.87 | 25.09 |
| GALLAGHER (ARTHUR J.) & C | 3.47 | 22.48 |
| TAIWAN SEMICONDUCTOR MANU | 3.45 | 22.36 |
| VISA INC | 3.16 | 20.50 |
| MCKESSON CORP | 3.09 | 20.01 |
Stock Holding % of Net Assets
| As Of | 3/31/2025 |
| Total Issues | NA |
| Avg. P/E | 22.95 |
| Avg. P/Book | 3.71 |
| Avg. EPS Growth | 12.33 |
| Avg. Market Value (Mil $) | 300,298 |
Composition
| % of Portfolio | |
| Stocks | 97.15 |
| Foreign Stocks | 42.30 |
| Cash | 0.00 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 2.85 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 31.72 |
| Large Value | 7.30 |
| Small Growth | 0.41 |
| Small Value | 0.00 |
| Foreign Stock | 13.87 |
| Emerging Market | 0.00 |
| Precious Metal | 2.30 |
| Intermediate Bond | 16.43 |
| Foreign Bond | 0.00 |
| High Yield Bond | 10.98 |