Wcm Small Financial Statements From 2010 to 2024
| WCMNX Fund | USD 13.74 0.18 1.33% |
Check Wcm Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wcm Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wcm financial statements analysis is a perfect complement when working with Wcm Small Valuation or Volatility modules.
Wcm |
Wcm Small Cap Mutual Fund Cash Position Weight Analysis
Wcm Small's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Wcm Small Cash Position Weight | 3.77 % |
Most of Wcm Small's fundamental indicators, such as Cash Position Weight, 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Wcm Small Cap has 3.77% in Cash Position Weight. This is much higher than that of the WCM Investment Management family and significantly higher than that of the Small Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Wcm Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Small's current stock value. Our valuation model uses many indicators to compare Wcm Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Small competition to find correlations between indicators driving Wcm Small's intrinsic value. More Info.Wcm Small Cap is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.89 of One Year Return per Year To Date Return. 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 Small's earnings, one of the primary drivers of an investment's value.About Wcm Small Financial Statements
Wcm Small investors use historical fundamental indicators, such as Wcm Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wcm Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wcm Mutual Fund
Wcm Small financial ratios help investors to determine whether Wcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wcm with respect to the benefits of owning Wcm Small security.
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