Wcm Focused International Fund Fundamentals
| WCMRX Fund | USD 25.45 0.11 0.43% |
Wcm Focused International 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.
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Wcm Focused International Mutual Fund Three Year Return Analysis
Wcm Focused's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wcm Focused Three Year Return | (2.62) % |
Most of Wcm Focused's fundamental indicators, such as Three Year Return, 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 International is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Wcm Focused International has a Three Year Return of -2.6152%. This is much lower than that of the WCM Investment Management family and significantly lower than that of the Foreign Large Growth category. The three year return for all United States funds is notably higher than that of the company.
Wcm Focused International 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 International is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.22 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wcm Focused International is roughly 4.49 . 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 Three Year Return 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 Three Year Return 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 three year return among similar funds.
Fund Asset Allocation for Wcm Focused
The fund consists of 97.02% 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
| Price To Earning | 24.37 X | |||
| Price To Book | 5.43 X | |||
| Price To Sales | 3.48 X | |||
| Total Asset | 775.32 M | |||
| Year To Date Return | 12.56 % | |||
| One Year Return | 18.91 % | |||
| Three Year Return | (2.62) % | |||
| Five Year Return | 8.73 % | |||
| Net Asset | 17.79 B | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 2.98 % | |||
| Equity Positions Weight | 97.02 % |
About Wcm Focused Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wcm Focused International'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 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.The fund normally invests at least 75 percent of its net assets in equity securities of non-U.S. domiciled companies or depositary receipts of non-U.S. domiciled companies located in developed countries and in emerging and frontier market countries. The funds investments in equity securities may include common stocks and depositary receipts. It generally invests in securities of companies located in different regions and in at least three different countries.
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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 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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