Wcm Focused International Fund Quote
| WLIVX Fund | USD 14.99 0.04 0.27% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wcm Focused is trading at 14.99 as of the 24th of November 2024; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 14.95. Wcm Focused has about a 22 % 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 Focused International 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 invests at least 75 percent of its net assets in equity securities of non-U.S. domiciled companies or depository receipts of non-U.S. domiciled companies the advisor believes to be undervalued, which companies may be located in developed, emerging market or frontier market countries. More on Wcm Focused International
Moving together with Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | WCM Investment Management Funds, Large Growth Funds, Foreign Large Blend Funds, Foreign Large Blend, WCM Investment Management (View all Sectors) |
| Update Date | 30th of September 2024 |
Wcm Focused International [WLIVX] is traded in USA and was established 24th of November 2024. Wcm Focused is listed under WCM Investment Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of WCM Investment Management family. Wcm Focused International at this time has accumulated 10.92 M in net assets with minimum initial investment of 1 K. with the current yeild of 0.01%.
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 International 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 International Mutual Fund Constituents
| BIDU | Baidu Inc | Stock | Communication Services | |
| HELE | Helen of Troy | Stock | Consumer Discretionary | |
| MRK | Merck Company | Stock | Health Care | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary |
Wcm Focused International Risk Profiles
| Mean Deviation | 0.7075 | |||
| Standard Deviation | 0.9123 | |||
| Variance | 0.8322 | |||
| Risk Adjusted Performance | (0.02) |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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