Wcm Focused Emerging Fund Quote
| WFEMX Fund | USD 13.42 0.18 1.36% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Wcm Focused is trading at 13.42 as of the 25th of April 2024; that is 1.36 percent up since the beginning of the trading day. The fund's open price was 13.24. Wcm Focused has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 2nd of November 2022 and ending today, the 25th of April 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
| 0.93 | WCFOX | Wcm Focused International | PairCorr |
| 0.93 | WCMOX | Wcm Focused International | PairCorr |
| 0.76 | WCMNX | Wcm Small Cap | PairCorr |
| 0.95 | WCMMX | Wcm Sustainable Inte | PairCorr |
| 0.77 | WCMLX | Wcm Small Cap | PairCorr |
| 0.94 | WCMJX | Wcm Focused Small | PairCorr |
| 0.96 | 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.
| Fund Concentration | WCM Investment Management Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, WCM Investment Management (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused Emerging [WFEMX] is traded in USA and was established 25th of April 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 no minimum investment requirementsWcm Focused Emerging is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.0%, while the total return for the last 3 years was -11.94%.
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
| JD | JD Inc Adr | Stock | Consumer Discretionary |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
| EPAM | EPAM Systems | Stock | Information Technology |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
| WNS | WNS Holdings | Stock | Information Technology |
| YNDX | Yandex NV | Stock | Communication Services |
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 20.08%. 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 1.0167. This entails Wcm Focused Emerging 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 Emerging 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 20.08 (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 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.
| Mean Deviation | 0.7004 | |||
| Semi Deviation | 0.823 | |||
| Standard Deviation | 0.8858 | |||
| Variance | 0.7846 |
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?
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| 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 population. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.