MENU
+Compare
WCMLX
Mutual Fund ticker: NASDAQ
AS OF
Jan 21 closing price
Price
$13.74
Change
+$0.28 (+2.08%)
Net Assets
41.83M

WCMLX WCM Small Cap Growth Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Five Below (NASDAQ:FIVE).

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 capitalization companies. 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 Small Cap Growth Institutional MF is 8B. The market cap for tickers in the group ranges from 4.55B to 11.98B. RRX holds the highest valuation in this group at 11.98B. The lowest valued company is FIVN at 4.55B.

Volume

The average weekly volume growth across all stocks in the WCM Small Cap Growth Institutional MF was 117%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 212%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 65
Price Growth Rating: 51
SMR Rating: 64
Profit Risk Rating: 50
Seasonality Score: 40 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small 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 %
OGIIX51.301.02
+2.03%
Invesco Global Opportunities R6
JDMRX128.101.79
+1.42%
Janus Henderson Enterprise R
NOANX33.830.43
+1.29%
Natixis Oakmark N
IFTIX10.28N/A
N/A
Voya International High Div Low Vol I
FSSEX10.69N/A
N/A
Fidelity SAI Sustainable Intl Eq

WCMLX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCMLX
1D Price
Change %
WCMLX100%
+2.08%
WCMNX - WCMLX
100%
Closely correlated
+2.11%
QUAIX - WCMLX
98%
Closely correlated
+2.68%
QUAZX - WCMLX
98%
Closely correlated
+2.68%
QUAKX - WCMLX
98%
Closely correlated
+2.67%
QUACX - WCMLX
98%
Closely correlated
+2.68%
More