WCM Focused Emerging Markets Fund Institutional Class (WCMEX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCMEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WCMEX
WCMEX charges 1.26% annually. There are 30 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | WCMEX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | WCMEX vs FEMSX | |
| Vanguard Emerging Markets Index Fund Institutional... | 0.08% | 162.80B | Dec 2010 | WCMEX vs VEMRX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.10% | — | Jun 2000 | WCMEX vs VEMIX | |
| Vanguard Emerging Markets Stock Index Fund Admiral... | 0.13% | 162.80B | Jun 2006 | WCMEX vs VEMAX |
Best Risk-Adjusted Alternatives to WCMEX
WCMEX has a PortfoliosLab risk / return rank of 72. There are 22 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 97 | — | Jun 1996 | WCMEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 97 | — | Jun 1996 | WCMEX vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 95 | — | Jul 2022 | WCMEX vs WXCIX | |
| Fidelity Advisor Focused Emerging Markets Fund Cla... | 88 | — | Mar 2004 | WCMEX vs FTMKX | |
| Templeton Emerging Markets Fund | 88 | — | Feb 1987 | WCMEX vs EMF |
Top Performing WCMEX Alternatives (YTD)
WCMEX is at 25.22% YTD. There are 14 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 125.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 125.73% | — | Jun 1996 | WCMEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 124.93% | — | Jun 1996 | WCMEX vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 52.06% | — | Jul 2022 | WCMEX vs WXCIX | |
| Calamos Evolving World Growth Fund Class I | 41.99% | — | — | WCMEX vs CNWIX | |
| Templeton Emerging Markets Fund | 37.12% | — | Feb 1987 | WCMEX vs EMF |
Lowest Volatility Alternatives to WCMEX
WCMEX has 21.62% 1-year volatility. There are 26 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.10% | — | Jan 2019 | WCMEX vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.61% | — | — | WCMEX vs GQGIX | |
| Seafarer Overseas Value Fund Institutional Class | 13.15% | — | May 2016 | WCMEX vs SIVLX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 14.01% | — | Jan 2008 | WCMEX vs SFENX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 14.31% | — | Nov 2011 | WCMEX vs FEDTX |
Lowest Drawdown Alternatives to WCMEX
WCMEX has a 1-year max drawdown of -10.74%. There are 10 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -6.93%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | WCMEX vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | -9.11% | — | — | WCMEX vs GQGIX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | WCMEX vs SFENX | |
| Fidelity Emerging Markets Discovery Fund | -9.54% | — | Nov 2011 | WCMEX vs FEDDX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | -9.55% | — | Oct 2018 | WCMEX vs FIQGX |
Often Compared With WCMEX
Investors most often compare WCMEX with FEDIX, SEMNX, FEDGX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare WCMEX with Any Fund or Stock
Compare WCMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WCMEX with funds that move differently
WCM Focused Emerging Markets Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCMEX.
Explore WCMEX Diversifiers