WCM Focused Global Growth Fund (WFGGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WFGGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WFGGX
WFGGX charges 1.30% annually. There are 213 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | WFGGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | WFGGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | WFGGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | WFGGX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | WFGGX vs VTWAX |
Best Risk-Adjusted Alternatives to WFGGX
WFGGX has a PortfoliosLab risk / return rank of 36. There are 144 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | WFGGX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | WFGGX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | WFGGX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | WFGGX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | WFGGX vs PGVFX |
Top Performing WFGGX Alternatives (YTD)
WFGGX is at 8.33% YTD. There are 158 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | WFGGX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | WFGGX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | WFGGX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | WFGGX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | WFGGX vs EPSYX |
Lowest Volatility Alternatives to WFGGX
WFGGX has 19.84% 1-year volatility. There are 224 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | WFGGX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | WFGGX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | WFGGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | WFGGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | WFGGX vs SVTAX |
Lowest Drawdown Alternatives to WFGGX
WFGGX has a 1-year max drawdown of -12.62%. There are 180 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | WFGGX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | WFGGX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | WFGGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WFGGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | WFGGX vs SGMAX |
Other Mutual Funds from WCM
The 8 most viewed WCM mutual funds shown here include WCMIX, WCMSX, WCQGX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 20 | 12.14% | — | May 2011 | WFGGX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 5 | 4.11% | — | Nov 2015 | WFGGX vs WCMSX | |
| WCM China Quality Growth Fund | Quality Factor, China Equities, Asia Pacific Equities | 3 | -6.65% | — | Mar 2020 | WFGGX vs WCQGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 63 | 12.57% | — | Jun 2020 | WFGGX vs WLIVX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 18 | 8.78% | — | Oct 2019 | WFGGX vs WCMNX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Equities | 36 | 15.78% | — | Jun 2013 | WFGGX vs WFEMX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 19 | 9.66% | — | Mar 2021 | WFGGX vs WCFOX | |
| WCM Focused Emerging Markets Fund Institutional Cl... | Emerging Markets Equities | 35 | 15.94% | — | Jun 2013 | WFGGX vs WCMEX |
Often Compared With WFGGX
Investors most often compare WFGGX with BSCMX, VFIFX, TIBIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare WFGGX with Any Fund or Stock
Compare WFGGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WFGGX with funds that move differently
WCM Focused Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFGGX.
Explore WFGGX Diversifiers