Wcm Focused Emerging Fund Quote

WCMEX Fund  USD 13.62  0.04  0.29%   

Performance

2 of 100

 
Low
 
High
Weak

Odds Of Distress

Less than 44

 
100  
 
Zero
Below Average
Wcm Focused is trading at 13.62 as of the 29th of March 2024; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 13.58. Wcm Focused has about a 44 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wcm Focused Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of April 2023 and ending today, the 29th of March 2024. Click here to learn more.
Under normal market conditions, the fund invests 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.. More on Wcm Focused Emerging

Moving together with Wcm Mutual Fund

  0.92WCMOX Wcm Focused InternationalPairCorr
  0.94WCMMX Wcm Sustainable IntePairCorr
  0.91WCMVX Wcm Focused InternationalPairCorr
  0.93WCMUX Wcm Sustainable DevePairCorr
  0.92WCMSX Wcm International SmallPairCorr
  0.85WCMIX Wcm Focused InternationalPairCorr
  0.81WCMGX Wcm Focused GlobalPairCorr

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.
Fund ConcentrationWCM Investment Management Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, WCM Investment Management (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndApril
Wcm Focused Emerging [WCMEX] is traded in USA and was established 29th of March 2024. Wcm Focused is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of WCM Investment Management family. This fund at this time has accumulated 1.5 B in net assets with minimum initial investment of 100 K. Wcm Focused Emerging is currently producing year-to-date (YTD) return of 0.97% with the current yeild of 0.0%, while the total return for the last 3 years was -10.28%.
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 Emerging 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 Emerging Mutual Fund Constituents

JDJD Inc AdrStockConsumer Discretionary
UVRBFUniversal RobinaPink SheetPackaged Foods
BABAAlibaba Group HoldingStockConsumer Discretionary
EPAMEPAM SystemsStockInformation Technology
WNSWNS HoldingsStockInformation Technology
YNDXYandex NVStockCommunication Services
TCTZFTencent HoldingsPink SheetInternet Content & Information
More Details

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 8.95%. The Wcm Focused Emerging 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 1.1669. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Wcm Focused will likely underperform. Additionally, wcm Focused Emerging has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 13.62HorizonTargetOdds Above 13.62
90.86%90 days
 13.62 
8.95%
Based on a normal probability distribution, the odds of Wcm Focused to move above the current price in 90 days from now is about 8.95 (This Wcm Focused Emerging 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

NSFKXNatixis Sustainable FutureMutual FundTarget-Date 2050
NSFGXNatixis Sustainable FutureMutual FundTarget-Date 2035
MHESXMh Elite SelectMutual FundWorld Allocation
NSFDXNatixis Sustainable FutureMutual FundTarget-Date 2020
NSFJXNatixis Sustainable FutureMutual FundTarget-Date 2045
NSFEXNatixis Sustainable FutureMutual FundTarget-Date 2025
NSFFXNatixis Sustainable FutureMutual FundTarget-Date 2030
More Details

Wcm Focused Emerging 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.

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 Emerging 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?

Run Instant Ratings Now

   

Instant Ratings

Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
All  Next Launch Module

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 Emerging 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 Emerging 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 Emerging, 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 Emerging?

The danger of trading Wcm Focused Emerging 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 Emerging 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 Emerging. 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 income.
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 the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Wcm Mutual Fund analysis

When running Wcm Focused's 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 the 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.
Global Correlations
Find global opportunities by holding instruments from different markets
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
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 if Wcm Focused is a good investment 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.