Wcm Focused Emerging Fund Quote
| WCMEX Fund | USD 15.08 0.03 0.20% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Wcm Focused is trading at 15.08 as of the 28th of November 2024; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 15.11. Wcm Focused has about a 20 % 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. Equity ratings for Wcm Focused Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 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 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
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, WCM Investment Management (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused Emerging [WCMEX] is traded in USA and was established 28th of November 2024. 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 13.06% with the current yeild of 0.0%, while the total return for the last 3 years was -7.44%.
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
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| UVRBF | Universal Robina | Pink Sheet | Packaged Foods | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| WNS | WNS Holdings | Stock | Industrials | |
| YNDX | Yandex NV | Stock | Communication Services | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
Wcm Focused Top Holders
| NSFKX | Natixis Sustainable Future | Mutual Fund | Target-Date 2050 | |
| NSFGX | Natixis Sustainable Future | Mutual Fund | Target-Date 2035 | |
| MHESX | Mh Elite Select | Mutual Fund | World Allocation | |
| NSFDX | Natixis Sustainable Future | Mutual Fund | Target-Date 2020 | |
| NSFJX | Natixis Sustainable Future | Mutual Fund | Target-Date 2045 | |
| NSFEX | Natixis Sustainable Future | Mutual Fund | Target-Date 2025 | |
| NSFFX | Natixis Sustainable Future | Mutual Fund | Target-Date 2030 | |
| NSFHX | Natixis Sustainable Future | Mutual Fund | Target-Date 2040 |
Wcm Focused Emerging Risk Profiles
| Mean Deviation | 0.6947 | |||
| Semi Deviation | 0.817 | |||
| Standard Deviation | 0.9111 | |||
| Variance | 0.8301 |
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.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |