WFEMX Fundamentals

WFEMX -  USA Fund  

USD 20.56  0.03  0.15%

WCM Focused Emerging fundamentals help investors to digest information that contributes to WCM Focused's financial success or failures. It also enables traders to predict the movement of WFEMX Mutual Fund. This fundamental analysis module provides a way for investors to measures WCM Focused's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WCM Focused mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

WFEMX Fundamentals 

 
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WFEMX One Year Return Analysis

WCM Focused's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current WCM Focused One Year Return

    
  9.04 %  
Most of WCM Focused's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WCM Focused Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

WCM Focused One Year Return Component Assessment

Based on the recorded statements, WCM Focused Emerging has an One Year Return of 9.04%. This is much higher than that of the WCM Investment Management family and significantly higher than that of the Family category. The one year return for all United States funds is notably lower than that of the firm.

WCM Focused Emerging Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining WCM Focused's current stock value. Our valuation model uses many indicators to compare WCM Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WCM Focused competition to find correlations between indicators driving WCM Focused's intrinsic value. More Info.
WCM Focused Emerging is presently regarded as number one fund in three year return among similar funds. It is presently regarded as number one fund in five year return among similar funds reporting about  0.85  of Five Year Return per Three Year Return. The ratio of Three Year Return to Five Year Return for WCM Focused Emerging is roughly  1.18 . Comparative valuation analysis is a catch-all model that can be used if you cannot value WCM Focused by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for WCM Focused's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Focused's earnings, one of the primary drivers of an investment's value.

WFEMX Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WCM Focused's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of WCM Focused could also be used in its relative valuation, which is a method of valuing WCM Focused by comparing valuation metrics of similar companies.
WCM Focused is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for WCM Focused

The fund consists of 97.57% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

WFEMX Fundamentals

About WCM Focused Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze WCM Focused Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WCM Focused using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WCM Focused Emerging based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities of companies in emerging or frontier countries or markets. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.

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 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.

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Check out WCM Focused Piotroski F Score and WCM Focused Altman Z Score analysis. Note that the WCM Focused Emerging information on this page should be used as a complementary analysis to other WCM Focused's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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When running WCM Focused Emerging price analysis, check to measure WCM Focused's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WCM Focused is operating at the current time. Most of WCM Focused's value examination focuses on studying past and present price action to predict the probability of WCM Focused's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move WCM Focused's price. Additionally, you may evaluate how the addition of WCM Focused to your portfolios can decrease your overall portfolio volatility.
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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.