Wcm Mid Financials
| WMIDX Fund | 12.86 0.10 0.78% |
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 Mid Fund Summary
Wcm Mid competes with Western Asset, Short Duration, American Funds, Guggenheim Managed, and Schwab Treasury. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of mid capitalization companies. The fund primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts .Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | WCM Investment Management |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
Wcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Mid's current stock value. Our valuation model uses many indicators to compare Wcm Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Mid competition to find correlations between indicators driving Wcm Mid's intrinsic value. More Info.Wcm Mid Cap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 1,148,578,889 of Net Asset per Annual Yield. 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 Mid's earnings, one of the primary drivers of an investment's value.Wcm Mid Cap Systematic Risk
Wcm Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wcm Mid 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Wcm Mid Cap correlated with the market. If Beta is less than 0 Wcm Mid generally moves in the opposite direction as compared to the market. If Wcm Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wcm Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wcm Mid is generally in the same direction as the market. If Beta > 1 Wcm Mid moves generally in the same direction as, but more than the movement of the benchmark.
Wcm Mid December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wcm Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wcm Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wcm Mid Cap 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 Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.19 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 6.99 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.73 |
Other Information on Investing in Wcm Mutual Fund
Wcm Mid 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 Mid security.
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