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 158 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 Opportunities Fun... | 0.01% | — | Dec 2008 | WCMEX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | WCMEX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | WCMEX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | WCMEX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | WCMEX vs FPADX |
Best Risk-Adjusted Alternatives to WCMEX
WCMEX has a PortfoliosLab risk / return rank of 40. There are 174 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | WCMEX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | WCMEX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | WCMEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | WCMEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | WCMEX vs DEMCX |
Top Performing WCMEX Alternatives (YTD)
WCMEX is at 18.93% YTD. There are 103 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | WCMEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | WCMEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | WCMEX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | WCMEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | WCMEX vs GMAQX |
Lowest Volatility Alternatives to WCMEX
WCMEX has 24.09% 1-year volatility. There are 157 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | WCMEX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | WCMEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | WCMEX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | WCMEX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | WCMEX vs FGKPX |
Lowest Drawdown Alternatives to WCMEX
WCMEX has a 1-year max drawdown of -14.51%. There are 133 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | WCMEX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | WCMEX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | WCMEX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | WCMEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | WCMEX vs COBYX |
Other Mutual Funds from WCM
The 8 most viewed WCM mutual funds shown here include WCMIX, WCMSX, WCQGX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 19 | 12.74% | — | May 2011 | WCMEX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 4 | 4.27% | — | Nov 2015 | WCMEX vs WCMSX | |
| WCM China Quality Growth Fund | Quality Factor, China Equities, Asia Pacific Equities | 4 | -5.32% | — | Mar 2020 | WCMEX vs WCQGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 54 | 12.17% | — | Jun 2020 | WCMEX vs WLIVX | |
| WCM Focused Global Growth Fund | Global Equities | 38 | 10.19% | — | Jun 2013 | WCMEX vs WFGGX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 17 | 7.97% | — | Oct 2019 | WCMEX vs WCMNX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Equities | 39 | 18.76% | — | Jun 2013 | WCMEX vs WFEMX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 19 | 10.12% | — | Mar 2021 | WCMEX vs WCFOX |
Often Compared With WCMEX
Investors most often compare WCMEX with SIVLX, FIQGX, FEDGX. These 20 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