WFEMX Mutual Fund Buy Hold or Sell Recommendation

WFEMX
 Fund
  

USD 11.99  0.04  0.33%   

Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding WCM Focused Emerging is 'Not Rated'. Macroaxis provides WCM Focused buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WFEMX positions. The advice algorithm takes into account all of WCM Focused's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from WCM Focused's buy-and-hold perspective. Check out WCM Focused Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as WFEMX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards WCM Focused Emerging.

Execute WCM Focused Buy or Sell Advice

The WFEMX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on WCM Focused Emerging. Macroaxis does not own or have any residual interests in WCM Focused Emerging or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute WCM Focused's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell WCM FocusedBuy WCM Focused
Strong Sell

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon WCM Focused Emerging has a Mean Deviation of 0.8537, Standard Deviation of 1.11 and Variance of 1.22
Our recommendation tool can cross-verify current analyst consensus on WCM Focused Emerging and to analyze the fund potential to grow next year. Please utilize WCM Focused Emerging total asset and equity positions weight to make buy, hold, or sell decision on WCM Focused Emerging.

WCM Focused Trading Alerts and Improvement Suggestions

WCM Focused Emerging generated a negative expected return over the last 90 days
WCM Focused Emerging is unlikely to experience financial distress in the next 2 years
The fund keeps about 6.88% of its net assets in cash

WCM Focused Returns Distribution Density

The distribution of WCM Focused's historical returns is an attempt to chart the uncertainty of WCM Focused's future price movements. The chart of the probability distribution of WCM Focused stock daily returns describes the distribution of returns around its average expected value. We use WCM Focused Emerging price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of WCM Focused returns is essential to provide solid investment advice for WCM Focused.
Mean Return-0.16Value At Risk-1.89
Potential Upside2.02Standard Deviation1.11
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of WCM Focused historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

WCM Focused Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to WCM Focused or WCM Investment Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that WCM Focused's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a WFEMX fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.13
β
Beta against DOW0.60
σ
Overall volatility
1.12
Ir
Information ratio -0.1

WCM Focused Volatility Alert

WCM Focused Emerging exhibits very low volatility with skewness of 0.11 and kurtosis of 0.44. However, we advise investors to further study WCM Focused Emerging technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure WCM Focused's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact WCM Focused's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

WCM Focused Fundamentals Vs Peers

Comparing WCM Focused's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze WCM Focused's direct or indirect competition across all of the common fundamentals between WCM Focused and the related equities. This way, we can detect undervalued stocks with similar characteristics as WCM Focused or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of WCM Focused's fundamental indicators could also be used in its relative valuation, which is a method of valuing WCM Focused by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare WCM Focused to competition
FundamentalsWCM FocusedPeer Average
One Year Return9.04 %4.15 %
Three Year Return8.10 %3.60 %
Five Year Return6.89 %3.24 %
Net Asset2.43 B4.11 B
Cash Position Weight6.88 %10.61 %
Equity Positions Weight92.92 %63.90 %

About WCM Focused Buy or Sell Advice

When is the right time to buy or sell WCM Focused Emerging? Buying financial instruments such as WFEMX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having WCM Focused in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Communication Services Thematic Idea Now

Communication Services
Communication Services Theme
Companies that provide networking, telecom, and long distance services. The Communication Services theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Services Theme or any other thematic opportunities.
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Check out WCM Focused Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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Please note, there is a significant difference between WCM Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine WCM Focused value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WCM Focused's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.