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 mid capitalization companies. The fund 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 Mid Cap Quality Value Institutional MF is 19.34B. The market cap for tickers in the group ranges from 6.04B to 30.09B. CDW holds the highest valuation in this group at 30.09B. The lowest valued company is ESI at 6.04B.
Volume
The average weekly volume growth across all stocks in the WCM Mid Cap Quality Value Institutional MF was -10%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 46%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 68
Price Growth Rating: 52
SMR Rating: 42
Profit Risk Rating: 18
Seasonality Score: -31 (-100 ... +100)