Wcm Quality Financials
| WQDGX Fund | 10.92 0.10 0.92% |
WCM |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wcm Quality Fund Summary
Wcm Quality competes with Health Biotchnology, Deutsche Health, Delaware Healthcare, Highland Long/short, and Prudential Health. Under normal circumstances, the fund will invest at least 80 percent of its net assets in the equity securities of U.S. and non-U.S. dividend-paying companies. The fund primarily invests in the common stock of U.S. companies, as well as depositary receipts of non-U.S. companies in developed market countries.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | WCM Investment Management |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
WCM Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Quality's current stock value. Our valuation model uses many indicators to compare Wcm Quality value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Quality competition to find correlations between indicators driving Wcm Quality's intrinsic value. More Info.Wcm Quality Dividend is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 425,205,449 of Net Asset per Annual Yield. 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 Quality's earnings, one of the primary drivers of an investment's value.Wcm Quality Dividend Systematic Risk
Wcm Quality's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wcm Quality volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Wcm Quality Dividend correlated with the market. If Beta is less than 0 Wcm Quality generally moves in the opposite direction as compared to the market. If Wcm Quality Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wcm Quality Dividend is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wcm Quality is generally in the same direction as the market. If Beta > 1 Wcm Quality moves generally in the same direction as, but more than the movement of the benchmark.
Wcm Quality November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wcm Quality help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wcm Quality Dividend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wcm Quality Dividend based on widely used predictive technical indicators. In general, we focus on analyzing WCM Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wcm Quality's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4915 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 2.69 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.9242 |
Other Information on Investing in WCM Mutual Fund
Wcm Quality 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 Quality security.
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