Wcm Focused Emerging Fund Quote

WCMEX Fund  USD 15.28  0.28  1.87%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Wcm Focused is trading at 15.28 as of the 31st of January 2025; that is 1.87 percent up since the beginning of the trading day. The fund's open price was 15.0. Wcm Focused has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. 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

  0.83WCFEX Investment ManagersPairCorr
  0.69WCMNX Wcm Small CapPairCorr
  0.69WCMLX Wcm Small CapPairCorr

Wcm Mutual Fund Highlights

Fund ConcentrationWCM Investment Management Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, WCM Investment Management (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndApril
Wcm Focused Emerging [WCMEX] is traded in USA and was established 31st of January 2025. 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 minimum initial investment of 100 K. Wcm Focused Emerging is currently producing year-to-date (YTD) return of 3.53%, while the total return for the last 3 years was -4.27%.
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

JDJD Inc AdrStockConsumer Discretionary
UVRBFUniversal RobinaPink SheetPackaged Foods
BABAAlibaba Group HoldingStockConsumer Discretionary
EPAMEPAM SystemsStockInformation Technology
WNSWNS HoldingsStockIndustrials
YNDXYNDX OldStockCommunication Services
TCTZFTencent HoldingsPink SheetInternet Content & Information
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Wcm Focused Top Holders

NSFKXNatixis Sustainable FutureMutual FundTarget-Date 2050
NSFGXNatixis Sustainable FutureMutual FundTarget-Date 2035
MHESXMh Elite SelectMutual FundWorld Allocation
NSFDXNatixis Sustainable FutureMutual FundTarget-Date 2020
NSFJXNatixis Sustainable FutureMutual FundTarget-Date 2045
NSFEXNatixis Sustainable FutureMutual FundTarget-Date 2025
NSFFXNatixis Sustainable FutureMutual FundTarget-Date 2030
NSFHXNatixis Sustainable FutureMutual FundTarget-Date 2040
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Wcm Focused Emerging Risk Profiles

Wcm Focused Against Markets

Other Information on Investing in Wcm Mutual Fund

Wcm Focused 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 Focused security.
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