Wcm Focused International Fund Quote

WCMRX Fund  USD 23.40  0.15  0.64%   

Performance

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Odds Of Distress

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Low
Wcm Focused is trading at 23.40 as of the 23rd of March 2025; that is 0.64 percent down since the beginning of the trading day. The fund's open price was 23.55. Wcm Focused has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund normally invests at least 75 percent of its net assets in equity securities of non-U.S. domiciled companies or depositary receipts of non-U.S. domiciled companies located in developed countries and in emerging and frontier market countries. The funds investments in equity securities may include common stocks and depositary receipts. More on Wcm Focused International

Moving together with Wcm Mutual Fund

  0.89WCFOX Wcm Focused InternationalPairCorr
  0.89WCMOX Wcm Focused InternationalPairCorr

Moving against Wcm Mutual Fund

  0.34WCMJX Wcm Focused SmallPairCorr
  0.34WCMFX Wcm Focused SmallPairCorr

Wcm Mutual Fund Highlights

Fund ConcentrationWCM Investment Management Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, WCM Investment Management (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of April 2023
Fiscal Year EndApril
Wcm Focused International [WCMRX] is traded in USA and was established 23rd of March 2025. Wcm Focused is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of WCM Investment Management family. This fund at this time has accumulated 17.79 B in net assets with minimum initial investment of 1 K. Wcm Focused International is currently producing year-to-date (YTD) return of 9.2%, while the total return for the last 3 years was 8.49%.
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 International 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 International Mutual Fund Constituents

MTDMettler Toledo InternationalStockHealth Care
CBChubbStockFinancials
ACNAccenture plcStockInformation Technology
ASMLASML Holding NVStockInformation Technology
KYCCFKeyencePink SheetScientific & Technical Instruments
LULULululemon AthleticaStockConsumer Discretionary
NSRGFNestle SAPink SheetPackaged Foods
RMDResMed IncStockHealth Care
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Wcm Focused Top Holders

FILFXStrategic Advisers InternationalMutual FundForeign Large Blend
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Wcm Focused International Risk Profiles

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.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Technical Analysis
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