Wcm Focused Global Fund Fundamentals
| WCMGX Fund | USD 29.79 0.28 0.95% |
Wcm Focused Global fundamentals help investors to digest information that contributes to Wcm Focused's financial success or failures. It also enables traders to predict the movement of Wcm Mutual Fund. The fundamental analysis module provides a way to measure Wcm Focused's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wcm Focused mutual fund.
Wcm |
Wcm Focused Global Mutual Fund Minimum Initial Investment Analysis
Wcm Focused's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Wcm Focused Minimum Initial Investment | 100 K |
Most of Wcm Focused's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wcm Focused Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Wcm Focused Global has a Minimum Initial Investment of 100 K. This is much higher than that of the WCM Investment Management family and significantly higher than that of the World Large-Stock Growth category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Wcm Focused Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Focused's current stock value. Our valuation model uses many indicators to compare Wcm Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Focused competition to find correlations between indicators driving Wcm Focused's intrinsic value. More Info.Wcm Focused Global is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.21 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wcm Focused's earnings, one of the primary drivers of an investment's value.Wcm Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wcm Focused's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wcm Focused could also be used in its relative valuation, which is a method of valuing Wcm Focused by comparing valuation metrics of similar companies.Wcm Focused is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Wcm Focused
The fund consists of 97.16% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Wcm Focused's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wcm Fundamentals
| Total Asset | 312.17 M | ||||
| Year To Date Return | 36.34 % | ||||
| One Year Return | 44.05 % | ||||
| Three Year Return | 5.83 % | ||||
| Five Year Return | 15.00 % | ||||
| Net Asset | 325.65 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 2.84 % | ||||
| Equity Positions Weight | 97.16 % |
About Wcm Focused Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wcm Focused Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wcm Focused using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wcm Focused Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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