Wcm Sustainable International Fund Fundamentals
| WCMMX Fund | USD 15.95 0.00 0.00% |
Wcm Sustainable International fundamentals help investors to digest information that contributes to Wcm Sustainable'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 Sustainable'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 Sustainable mutual fund.
Wcm |
Wcm Sustainable International Mutual Fund Equity Positions Weight Analysis
Wcm Sustainable's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Wcm Sustainable Equity Positions Weight | 96.36 % |
Most of Wcm Sustainable's fundamental indicators, such as Equity Positions Weight, 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 Sustainable International is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Wcm Sustainable International has an Equity Positions Weight of 96%. This is much higher than that of the WCM Investment Management family and significantly higher than that of the Foreign Large Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
Wcm Sustainable Inte Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wcm Sustainable's current stock value. Our valuation model uses many indicators to compare Wcm Sustainable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wcm Sustainable competition to find correlations between indicators driving Wcm Sustainable's intrinsic value. More Info.Wcm Sustainable International is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 10,660,000,000 of Net Asset per Annual Yield. 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 Sustainable's earnings, one of the primary drivers of an investment's value.Wcm Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wcm Sustainable's direct or indirect competition against its Equity Positions Weight 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 Sustainable could also be used in its relative valuation, which is a method of valuing Wcm Sustainable by comparing valuation metrics of similar companies.Wcm Sustainable is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Wcm Sustainable
The fund consists of 96.36% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Wcm Sustainable'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 | 4.44 M | ||||
| Annual Yield | 0.01 % | ||||
| Net Asset | 87.41 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 3.64 % | ||||
| Equity Positions Weight | 96.36 % |
About Wcm Sustainable Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wcm Sustainable International's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wcm Sustainable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wcm Sustainable International 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.Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of non-U.S. domiciled companies. It may invest in equity securities or depositary receipts of companies located in developed countries and in emerging market and frontier market countries. The funds investments in equity securities may include common stock and depositary receipts.
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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 Sustainable 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 Sustainable security.
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