Wcm Focused International Fund Quote
| WCMIX Fund | USD 24.09 0.21 0.88% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Wcm Focused is trading at 24.09 as of the 23rd of April 2024; that is 0.88 percent up since the beginning of the trading day. The fund's open price was 23.88. 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. Equity ratings for Wcm Focused International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of May 2022 and ending today, the 23rd of April 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
Moving together with Wcm Mutual Fund
| 0.95 | WCFOX | Wcm Focused International | PairCorr |
| 0.95 | WCMOX | Wcm Focused International | PairCorr |
| 0.85 | WCMNX | Wcm Small Cap | PairCorr |
| 0.91 | WCMMX | Wcm Sustainable Inte | PairCorr |
| 0.85 | WCMLX | Wcm Small Cap | PairCorr |
| 0.92 | WCMJX | Wcm Focused Small | PairCorr |
| 0.95 | WCMVX | Wcm Focused International | PairCorr |
Wcm Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wcm Focused's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wcm Focused or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused International [WCMIX] is traded in USA and was established 23rd of April 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 5.84%, while the total return for the last 3 years was -0.79%.
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 |
Wcm Focused Target Price Odds Analysis
Based on a normal probability distribution, the odds of Wcm Focused jumping above the current price in 90 days from now is about 69.35%. The Wcm Focused International probability density function shows the probability of Wcm Focused mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1046. This entails Wcm Focused International market returns are sensitive to returns on the market. As the market goes up or down, Wcm Focused is expected to follow. Additionally, wcm Focused International has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Wcm Focused to move above the current price in 90 days from now is about 69.35 (This Wcm Focused International probability density function shows the probability of Wcm Mutual Fund to fall within a particular range of prices over 90 days) .
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 |
Wcm Focused International Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wcm Focused market risk premium is the additional return an investor will receive from holding Wcm Focused long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wcm Focused. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wcm Focused's alpha and beta are two of the key measurements used to evaluate Wcm Focused's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6736 | |||
| Semi Deviation | 0.6254 | |||
| Standard Deviation | 0.878 | |||
| Variance | 0.7709 |
Wcm Focused Against Markets
Picking the right benchmark for Wcm Focused mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wcm Focused mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wcm Focused is critical whether you are bullish or bearish towards Wcm Focused International at a given time. Please also check how Wcm Focused's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Wcm Focused without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Wcm Mutual Fund?
Before investing in Wcm Focused, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Wcm Focused. To buy Wcm Focused fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wcm Focused. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Wcm Focused fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Wcm Focused International fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Wcm Focused International fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wcm Focused International, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Wcm Focused International?
The danger of trading Wcm Focused International is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wcm Focused is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wcm Focused. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wcm Focused International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wcm Focused International. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.