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WCMFX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$13.12
Change
-$0.00 (-0.00%)
Net Assets
69.42M

WCMFX Price Prediction, WCM SMID Quality Val Fd Institutional AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

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 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 Institutional MF is 7.05B. The market cap for tickers in the group ranges from 3.81B to 23.93B. BRO holds the highest valuation in this group at 23.93B. The lowest valued company is VRRM at 3.81B.

Volume

The average weekly volume growth across all stocks in the WCM SMID Quality Val Fd Institutional MF was 30%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 43
Price Growth Rating: 46
SMR Rating: 64
Profit Risk Rating: 40
Seasonality Score: 0 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com
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WCMFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WCMFX has been closely correlated with WCMJX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if WCMFX jumps, then WCMJX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCMFX
1D Price
Change %
WCMFX100%
+0.85%
WCMJX - WCMFX
100%
Closely correlated
+0.78%
OFSAX - WCMFX
94%
Closely correlated
+0.47%
OFSCX - WCMFX
94%
Closely correlated
+0.50%
OFSFX - WCMFX
94%
Closely correlated
+0.51%
FESAX - WCMFX
93%
Closely correlated
+0.92%
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