MENU
+Compare
WCMGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$29.69
Change
-$0.24 (-0.80%)
Net Assets
584.93M

WCMGX First Trust WCM Focused Global Gr Inst Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Arista Networks Inc (NYSE:ANET), Datadog (NASDAQ:DDOG).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.

Market Cap

The average market capitalization across the First Trust WCM Focused Global Gr Inst MF is 689.72B. The market cap for tickers in the group ranges from 7.76B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NOV at 7.76B.

Volume

The average weekly volume growth across all stocks in the First Trust WCM Focused Global Gr Inst MF was 149%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -0%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 62
Price Growth Rating: 40
SMR Rating: 46
Profit Risk Rating: 33
Seasonality Score: 10 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MSFAX38.36N/A
N/A
Morgan Stanley Inst Global Franchise I
JHQCX33.49-0.01
-0.03%
JPMorgan Hedged Equity C
JGQSX17.37-0.02
-0.12%
Jensen Global Quality Growth J
PARNX60.74-0.28
-0.46%
Parnassus Mid Cap Growth Investor
PYSVX17.47-0.27
-1.52%
Putnam Small Cap Value Y

WCMGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WCMGX has been closely correlated with RNPFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WCMGX jumps, then RNPFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCMGX
1D Price
Change %
WCMGX100%
-0.80%
RNPFX - WCMGX
95%
Closely correlated
-0.25%
RNPCX - WCMGX
95%
Closely correlated
-0.26%
RNPEX - WCMGX
94%
Closely correlated
-0.24%
NPFCX - WCMGX
93%
Closely correlated
-0.25%
RNPGX - WCMGX
89%
Closely correlated
-0.25%
More