WCMAX WCM Mid Cap Quality Value Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend

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A.I.Advisor

published Highlights

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 18.66B. The market cap for tickers in the group ranges from 6.04B to 24.63B. BRO holds the highest valuation in this group at 24.63B. 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 -24%. For the same stocks of the MF, the average monthly volume growth was -67% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65

P/E Growth Rating: 68

Price Growth Rating: 58

SMR Rating: 40

Profit Risk Rating: 37

Seasonality Score: 17 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

	1 Day
MOWIX	17.40	0.10	+0.58%
Moerus Worldwide Value Institutional
ANVHX	9.36	0.05	+0.54%
American Century Non-US Intrs Val I
GGEZX	24.90	-0.03	-0.12%
GuideStone Funds Growth Equity Investor
FOVIX	27.41	-0.04	-0.15%
First Trust/Confluence Small Cap Val I
LGLSX	43.82	-0.29	-0.66%
Lord Abbett Growth Leaders R4

WCMAX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that WCMAX and VSEMX have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WCMAX and VSEMX's prices will move in lockstep.

Ticker / NAME	Correlation To WCMAX	1D Price Change %
WCMAX	100%	N/A
VSEMX - WCMAX	25% Poorly correlated	-0.07%
VMCPX - WCMAX	24% Poorly correlated	+0.05%
VIMSX - WCMAX	23% Poorly correlated	+0.06%
VMCIX - WCMAX	23% Poorly correlated	+0.06%
VIMAX - WCMAX	23% Poorly correlated	+0.06%
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