Wcm International Small Fund Quote
| WCMSX Fund | USD 21.17 0.24 1.15% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Wcm International is trading at 21.17 as of the 24th of November 2024; that is 1.15 percent up since the beginning of the trading day. The fund's open price was 20.93. Wcm International has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Wcm International Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th 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 or depository receipts of small capitalization companies domiciled outside of the United States, including in emerging and frontier market countries. More on Wcm International Small
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, WCM Investment Management (View all Sectors) |
| Update Date | 30th of September 313118 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm International Small [WCMSX] is traded in USA and was established 24th of November 2024. Wcm International is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of WCM Investment Management family. This fund at this time has accumulated 326.85 M in net assets with minimum initial investment of 100 K. Wcm International Small is currently producing year-to-date (YTD) return of 5.01%, while the total return for the last 3 years was -10.21%.
Check Wcm International 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 International Small 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 International Small Mutual Fund Constituents
| SATLF | ZOZO Inc | Pink Sheet | Internet Retail | |
| ICLR | ICON PLC | Stock | Health Care | |
| PIGEF | Pigeon | Pink Sheet | Household & Personal Products | |
| ROSE | Rose Hill Acquisition | Stock | Financials | |
| SAVE | Spirit Airlines | Stock | Industrials | |
| WIX | WixCom | Stock | Information Technology | |
| WNS | WNS Holdings | Stock | Industrials | |
| SIM | Grupo Simec SAB | Stock | Materials |
Wcm International Small Risk Profiles
| Mean Deviation | 0.7059 | |||
| Semi Deviation | 0.8538 | |||
| Standard Deviation | 0.9126 | |||
| Variance | 0.8328 |
Wcm International Against Markets
Other Information on Investing in Wcm Mutual Fund
Wcm International 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 International security.
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