Wcm Small Cap Fund Quote
| WCMLX Fund | USD 13.98 0.05 0.36% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Wcm Small is trading at 13.98 as of the 28th of November 2024; that is 0.36 percent down since the beginning of the trading day. The fund's open price was 14.03. Wcm Small 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 Small Cap 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 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 . More on Wcm Small Cap
Moving together with Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Funds, Small Growth Funds, Small Growth, WCM Investment Management (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Small Cap [WCMLX] is traded in USA and was established 28th of November 2024. Wcm Small is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of WCM Investment Management family. This fund at this time has accumulated 32.89 M in net assets with minimum initial investment of 100 K. Wcm Small Cap is currently producing year-to-date (YTD) return of 12.9%, while the total return for the last 3 years was -0.59%.
Check Wcm Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| PLAY | Dave Busters Entertainment | Stock | Consumer Discretionary | |
| CASY | Caseys General Stores | Stock | Consumer Staples | |
| MSA | MSA Safety | Stock | Industrials | |
| AXON | Axon Enterprise | Stock | Industrials | |
| REXR | Rexford Industrial Realty | Stock | Real Estate | |
| LHCG | LHC Group | Stock | Health Care | |
| LPSN | LivePerson | Stock | Information Technology |
Wcm Small Cap Risk Profiles
| Mean Deviation | 0.9032 | |||
| Semi Deviation | 0.9985 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.56 |
Wcm Small Against Markets
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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