WCMDX Mutual Fund Quote

WCMDX
 Fund
  

USD 10.70  0.19  1.74%   

Market Performance
0 of 100
Odds Of Distress
Less than 46
WCM Focused is trading at 10.70 as of the 4th of October 2022; that is -1.74 percent down since the beginning of the trading day. The fund's open price was 10.89. WCM Focused has 46 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for WCM Focused ESG are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2022 and ending today, the 4th of October 2022. 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 located in developing countries. WCM Focused is traded on NASDAQ Exchange in the United States. More on WCM Focused ESG

Moving together with WCM Focused

+0.8JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr
+0.85BABoeing Company TrendingPairCorr

WCM Focused 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.
WCM Focused ESG generated a negative expected return over the last 90 days
The fund keeps 95.03% of its net assets in stocks
Thematic Ideas
(view all).
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of WCM Focused's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate31st of March 2020
WCM Focused ESG [WCMDX] is traded in USA and was established 4th of October 2022. The fund is listed under Diversified Emerging Mkts category and is part of WCM Investment Management family. The entity is thematically classified as Conservative. WCM Focused ESG at this time has accumulated 3.26 M in net assets with minimum initial investment of 100 K.
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 WCMDX 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 WCMDX 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 ESG 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 ESG Constituents

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 close to 99%. The WCM Focused ESG 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 WCM Focused has a beta of 0.0536. This entails as returns on the market go up, WCM Focused average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WCM Focused ESG will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. WCM Focused ESG is significantly underperforming DOW.
  Odds Below 10.7HorizonTargetOdds Above 10.7
0.28%90 days
 10.70 
99.72%
Based on a normal probability distribution, the odds of WCM Focused to move above the current price in 90 days from now is close to 99 (This WCM Focused ESG probability density function shows the probability of WCMDX Mutual Fund to fall within a particular range of prices over 90 days) .

WCM Focused ESG 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 ESG at a given time.

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.

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Invested in WCM Focused ESG?

The danger of trading WCM Focused ESG 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 Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WCM Focused ESG 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. Note that the WCM Focused ESG 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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When running WCM Focused ESG 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.