Wcm Focused Financials
| WCMJX Fund | USD 12.26 0.03 0.25% |
Wcm |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wcm Focused Fund Summary
Wcm Focused competes with Transamerica Cleartrack, Lifestyle, Moderately Aggressive, and Wealthbuilder Moderate. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies the funds advisor believes to be undervalued. WCM Focused is traded on NASDAQ Exchange in the United States.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Investment Managers Ser |
| Mutual Fund Family | WCM Investment Management |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 988 9801 |
| Currency | USD - US Dollar |
Wcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Focused's current stock value. Our valuation model uses many indicators to compare Wcm Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Focused competition to find correlations between indicators driving Wcm Focused's intrinsic value. More Info.Wcm Focused Small is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 5.59 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wcm Focused's earnings, one of the primary drivers of an investment's value.Wcm Focused Small Systematic Risk
Wcm Focused's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wcm Focused volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Wcm Focused Small correlated with the market. If Beta is less than 0 Wcm Focused generally moves in the opposite direction as compared to the market. If Wcm Focused Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wcm Focused Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wcm Focused is generally in the same direction as the market. If Beta > 1 Wcm Focused moves generally in the same direction as, but more than the movement of the benchmark.
Wcm Focused January 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wcm Focused help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wcm Focused Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wcm Focused Small based on widely used predictive technical indicators. In general, we focus on analyzing Wcm Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wcm Focused's daily price indicators and compare them against related drivers.
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 15.61 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.51 |
Other Information on Investing in Wcm Mutual Fund
Wcm Focused financial ratios help investors to determine whether Wcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wcm with respect to the benefits of owning Wcm Focused security.
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