Wcm Focused Global Fund Quote
| WCMGX Fund | USD 27.61 0.21 0.77% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wcm Focused is trading at 27.61 as of the 20th of March 2025; that is 0.77 percent up since the beginning of the trading day. The fund's open price was 27.4. Wcm Focused has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40 percent of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.. More on Wcm Focused Global
Moving together with Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, WCM Investment Management, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused Global [WCMGX] is traded in USA and was established 20th of March 2025. Wcm Focused is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of WCM Investment Management family. This fund at this time has accumulated 325.65 M in net assets with minimum initial investment of 100 K. Wcm Focused Global is currently producing year-to-date (YTD) return of 0.26% with the current yeild of 0.01%, while the total return for the last 3 years was 14.28%.
Check Wcm Focused Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wcm Focused Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wcm Focused Global Mutual Fund Constituents
| COO | The Cooper Companies, | Stock | Health Care | |
| BSX | Boston Scientific Corp | Stock | Health Care | |
| STE | STERIS plc | Stock | Health Care | |
| MELI | MercadoLibre | Stock | Consumer Discretionary | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology | |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Wcm Focused Global Risk Profiles
| Mean Deviation | 1.09 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.97 | |||
| Risk Adjusted Performance | (0.06) |
Wcm Focused Against Markets
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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