Wcm Focused International Fund Quote
| WCMIX Fund | USD 25.90 0.03 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wcm Focused is trading at 25.90 as of the 1st of December 2024; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 25.87. Wcm Focused has about a 22 % 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. Equity ratings for Wcm Focused International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. 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
Wcm Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused International [WCMIX] is traded in USA and was established 1st of December 2024. 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 no minimum investment requirementsWcm Focused International is currently producing year-to-date (YTD) return of 12.83%, while the total return for the last 3 years was -2.38%.
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
| MTD | Mettler Toledo International | Stock | Health Care | |
| CB | Chubb | Stock | Financials | |
| ACN | Accenture plc | Stock | Information Technology | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| RMD | ResMed Inc | Stock | Health Care |
Wcm Focused Top Holders
| NSFKX | Natixis Sustainable Future | Mutual Fund | Target-Date 2050 | |
| NSFGX | Natixis Sustainable Future | Mutual Fund | Target-Date 2035 | |
| NSFDX | Natixis Sustainable Future | Mutual Fund | Target-Date 2020 | |
| NSFJX | Natixis Sustainable Future | Mutual Fund | Target-Date 2045 | |
| NSFEX | Natixis Sustainable Future | Mutual Fund | Target-Date 2025 | |
| TERIX | All Terrain Opportunity | Mutual Fund | Macro Trading | |
| NSFFX | Natixis Sustainable Future | Mutual Fund | Target-Date 2030 | |
| NSFHX | Natixis Sustainable Future | Mutual Fund | Target-Date 2040 |
Wcm Focused International Risk Profiles
| Mean Deviation | 0.6889 | |||
| Standard Deviation | 0.8846 | |||
| Variance | 0.7825 | |||
| Risk Adjusted Performance | (0.01) |
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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