Wcm China Quality Fund Quote
| WCMCX Fund | USD 8.73 0.20 2.34% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Wcm China is trading at 8.73 as of the 28th of November 2024; that is 2.34 percent up since the beginning of the trading day. The fund's open price was 8.53. Wcm China 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 China Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of May 2023 and ending today, the 28th of November 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 Chinese companies. The advisor considers a company to be a Chinese company if it has been organized under the laws of, has its principal offices in, or has its securities principally traded in, China, or if the company derives at least 50 percent of its revenues or net profits from, or has at least 50 percent of its assets or production capacities in, China. More on Wcm China Quality
Moving together with Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Growth Funds, China Region Funds, China Region, WCM Investment Management (View all Sectors) |
| Update Date | 30th of September 2024 |
Wcm China Quality [WCMCX] is traded in USA and was established 28th of November 2024. Wcm China is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under China Region category and is part of WCM Investment Management family. Wcm China Quality at this time has accumulated 4.58 M in net assets with minimum initial investment of 100 K. with the current yeild of 0.01%.
Check Wcm China 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 China Quality 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 China Quality Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
Wcm China Quality Risk Profiles
| Mean Deviation | 1.43 | |||
| Semi Deviation | 1.79 | |||
| Standard Deviation | 2.03 | |||
| Variance | 4.12 |
Wcm China Against Markets
Other Information on Investing in Wcm Mutual Fund
Wcm China 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 China security.
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