Wcm Focused Emerging Fund Manager Performance Evaluation
| WCMEX Fund | USD 21.12 0.02 0.09% |
The entity maintains a market beta of 0.0276, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wcm Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wcm Focused is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wcm Focused Emerging are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wcm Focused may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Beating Back the Bubble A Defensive Fund Portfolio for These Times - Barrons | 01/08/2026 |
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.2600 |
Wcm |
Wcm Focused Relative Risk vs. Return Landscape
If you would invest 1,898 in Wcm Focused Emerging on November 19, 2025 and sell it today you would earn a total of 214.00 from holding Wcm Focused Emerging or generate 11.28% return on investment over 90 days. Wcm Focused Emerging is currently producing 0.1793% returns and takes up 0.9068% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Wcm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wcm Focused Current Valuation
Undervalued
Today
Please note that Wcm Focused's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wcm Focused Emerging maintains a prevalent Real Value of $22.47 per share. The last-minute price of the fund is $21.12. We determine the value of Wcm Focused Emerging from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wcm Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wcm Mutual Fund. However, Wcm Focused's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.12 | Real 22.47 | Hype 21.11 |
The intrinsic value of Wcm Focused's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wcm Focused's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wcm Focused Emerging helps investors to forecast how Wcm mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wcm Focused more accurately as focusing exclusively on Wcm Focused's fundamentals will not take into account other important factors: Wcm Focused Target Price Odds to finish over Current Price
The tendency of Wcm Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.12 | 90 days | 21.12 | nearly 4.49 |
Based on a normal probability distribution, the odds of Wcm Focused to move above the current price in 90 days from now is nearly 4.49 (This Wcm Focused Emerging probability density function shows the probability of Wcm Mutual Fund to fall within a particular range of prices over 90 days) .
Wcm Focused Price Density |
| Price |
Predictive Modules for Wcm Focused
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wcm Focused Emerging. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wcm Focused's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wcm Focused Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wcm Focused is not an exception. The market had few large corrections towards the Wcm Focused's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wcm Focused Emerging, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wcm Focused within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.79 | |
Ir | Information ratio | 0.06 |
Wcm Focused Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wcm Focused for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wcm Focused Emerging can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 96.93% of its net assets in stocks |
Wcm Focused Fundamentals Growth
Wcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wcm Focused, and Wcm Focused fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wcm Mutual Fund performance.
| Price To Earning | 26.64 X | ||||
| Price To Book | 5.30 X | ||||
| Price To Sales | 2.49 X | ||||
| Total Asset | 832.82 M | ||||
About Wcm Focused Performance
Evaluating Wcm Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wcm Focused has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wcm Focused has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies in emerging or frontier countries or markets. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.Things to note about Wcm Focused Emerging performance evaluation
Checking the ongoing alerts about Wcm Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wcm Focused Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 96.93% of its net assets in stocks |
- Analyzing Wcm Focused's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wcm Focused's stock is overvalued or undervalued compared to its peers.
- Examining Wcm Focused's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wcm Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wcm Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wcm Focused's mutual fund. These opinions can provide insight into Wcm Focused's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |