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WCMAX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$11.91
Change
-$0.25 (-2.06%)
Net Assets
4.05M

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

Category MidCapBlend
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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 18.77B. The market cap for tickers in the group ranges from 6.04B to 24.71B. CDW holds the highest valuation in this group at 24.71B. 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 -1%. For the same stocks of the MF, the average monthly volume growth was 49% and the average quarterly volume growth was 130%

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: 70
Price Growth Rating: 64
SMR Rating: 40
Profit Risk Rating: 32
Seasonality Score: -68 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCMAX
1D Price
Change %
WCMAX100%
N/A
VSEMX - WCMAX
25%
Poorly correlated
N/A
VMCPX - WCMAX
24%
Poorly correlated
N/A
VIMSX - WCMAX
23%
Poorly correlated
N/A
VMCIX - WCMAX
23%
Poorly correlated
N/A
VIMAX - WCMAX
23%
Poorly correlated
N/A
More