Wcm Focused Global Fund Quote
| WFGGX Fund | USD 29.06 0.06 0.21% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Wcm Focused is trading at 29.06 as of the 28th of November 2024; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 29.12. Wcm Focused has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Wcm Focused Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40 percent of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.. More on Wcm Focused Global
Moving together with Wcm Mutual Fund
| 0.86 | WCFEX | Investment Managers | PairCorr |
| 0.62 | WCMOX | Wcm Focused International | PairCorr |
| 0.88 | WCMNX | Wcm Small Cap | PairCorr |
| 0.88 | WCMLX | Wcm Small Cap | PairCorr |
Moving against Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, WCM Investment Management, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | April |
Wcm Focused Global [WFGGX] 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 World Large-Stock Growth category and is part of WCM Investment Management family. This fund at this time has accumulated 325.65 M in net assets with no minimum investment requirementsWcm Focused Global is currently producing year-to-date (YTD) return of 36.03%, while the total return for the last 3 years was 5.56%.
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 Global 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 Global Mutual Fund Constituents
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| MELI | MercadoLibre | Stock | Consumer Discretionary | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| SYK | Stryker | Stock | Health Care | |
| TGT | Target | Stock | Consumer Staples | |
| COO | The Cooper Companies, | Stock | Health Care | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| ANSS | ANSYS Inc | Stock | Information Technology |
Wcm Focused Global Risk Profiles
| Mean Deviation | 0.6956 | |||
| Semi Deviation | 0.6359 | |||
| Standard Deviation | 0.9526 | |||
| Variance | 0.9075 |
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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