Wcm Focused Small Fund Quote
| WCMFX Fund | USD 14.83 0.03 0.20% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Wcm Focused is trading at 14.83 as of the 3rd of December 2024; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 14.8. Wcm Focused has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Wcm Focused Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small- and mid- capitalization companies the funds advisor believes to be undervalued. It primarily invests in common stocks of U.S. companies. More on Wcm Focused Small
Moving together with Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Funds, Small Value Funds, Small Value, WCM Investment Management, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused Small [WCMFX] is traded in USA and was established 3rd of December 2024. Wcm Focused is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under Small Value category and is part of WCM Investment Management family. This fund at this time has accumulated 126.46 M in net assets with minimum initial investment of 100 K. Wcm Focused Small is currently producing year-to-date (YTD) return of 21.26%, while the total return for the last 3 years was 10.91%.
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 Small 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 Small Mutual Fund Constituents
| IPAR | Inter Parfums | Stock | Consumer Staples | |
| WH | Wyndham Hotels Resorts | Stock | Consumer Discretionary | |
| VRTS | Virtus Investment Partners, | Stock | Financials | |
| VRRM | Verra Mobility Corp | Stock | Information Technology | |
| UNF | Unifirst | Stock | Industrials | |
| PLUS | ePlus inc | Stock | Information Technology | |
| MANH | Manhattan Associates | Stock | Information Technology | |
| JLL | Jones Lang LaSalle | Stock | Real Estate |
Wcm Focused Small Risk Profiles
| Mean Deviation | 0.719 | |||
| Semi Deviation | 0.8679 | |||
| Standard Deviation | 0.947 | |||
| Variance | 0.8968 |
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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