Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small- and mid- capitalization companies the fund's advisor believes to be undervalued. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts ("REITs").
Market Cap
The average market capitalization across the WCM SMID Quality Val Fd Investor MF is 13.8B. The market cap for tickers in the group ranges from 4.06B to 24.63B. BRO holds the highest valuation in this group at 24.63B. The lowest valued company is VRRM at 4.06B.
Volume
The average weekly volume growth across all stocks in the WCM SMID Quality Val Fd Investor MF was 3%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 43%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 47
Price Growth Rating: 42
SMR Rating: 62
Profit Risk Rating: 20
Seasonality Score: -22 (-100 ... +100)