Wcm International Small Fund Buy Hold or Sell Recommendation
| WCMSX Fund | USD 21.24 0.07 0.33% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Wcm International Small is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wcm International Small given historical horizon and risk tolerance towards Wcm International. When Macroaxis issues a 'buy' or 'sell' recommendation for Wcm International Small, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Wcm International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Wcm and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wcm International Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state.
Wcm |
Execute Wcm International Buy or Sell Advice
The Wcm recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wcm International Small. Macroaxis does not own or have any residual interests in Wcm International Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wcm International's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Wcm International Trading Alerts and Improvement Suggestions
| Wcm International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -10.0% | |
| Wcm International Small keeps 96.23% of its net assets in stocks |
Wcm International Returns Distribution Density
The distribution of Wcm International's historical returns is an attempt to chart the uncertainty of Wcm International's future price movements. The chart of the probability distribution of Wcm International daily returns describes the distribution of returns around its average expected value. We use Wcm International Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wcm International returns is essential to provide solid investment advice for Wcm International.
| Mean Return | -0.02 | Value At Risk | -1.38 | Potential Upside | 1.41 | Standard Deviation | 0.88 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wcm International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wcm International Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wcm International or WCM Investment Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wcm International's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wcm fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | 0.62 | |
σ | Overall volatility | 0.88 | |
Ir | Information ratio | -0.18 |
Wcm International Volatility Alert
Wcm International Small exhibits very low volatility with skewness of 0.17 and kurtosis of 0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wcm International's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wcm International's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Wcm International Fundamentals Vs Peers
Comparing Wcm International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wcm International's direct or indirect competition across all of the common fundamentals between Wcm International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wcm International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wcm International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wcm International by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wcm International to competition |
| Fundamentals | Wcm International | Peer Average |
| Year To Date Return | 5.01 % | 0.39 % |
| One Year Return | 17.55 % | 4.15 % |
| Three Year Return | (10.21) % | 3.60 % |
| Five Year Return | 7.54 % | 3.24 % |
| Net Asset | 326.85 M | 4.11 B |
| Minimum Initial Investment | 100 K | 976.16 K |
| Cash Position Weight | 3.24 % | 10.61 % |
| Equity Positions Weight | 96.23 % | 63.90 % |
Wcm International Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wcm . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 21.24 | |||
| Day Typical Price | 21.24 | |||
| Price Action Indicator | 0.035 | |||
| Period Momentum Indicator | 0.07 | |||
| Relative Strength Index | 42.25 |
About Wcm International Buy or Sell Advice
When is the right time to buy or sell Wcm International Small? Buying financial instruments such as Wcm Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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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