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

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 -15%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 71%

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: 63

Price Growth Rating: 49

SMR Rating: 64

Profit Risk Rating: 49

Seasonality Score: 42 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallGrowth

Profile

Fundamentals

Details

	1 Day
OPMCX	22.83	0.45	+2.01%
Invesco Main Street Mid Cap C
VRTVX	304.84	4.42	+1.47%
Vanguard Russell 2000 Value Index I
JHQRX	33.55	0.08	+0.24%
JPMorgan Hedged Equity R6
IFTIX	10.28	0.02	+0.19%
Voya International High Div Low Vol I
RECAX	12.68	N/A	N/A
RBC Emerging Markets Ex-China Equity A

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.

Ticker / NAME	Correlation To WCMLX	1D Price Change %
WCMLX	100%	+1.85%
WCMNX - WCMLX	100% Closely correlated	+1.88%
QUAIX - WCMLX	98% Closely correlated	+1.92%
QUAZX - WCMLX	98% Closely correlated	+1.93%
QUAKX - WCMLX	98% Closely correlated	+1.92%
QUACX - WCMLX	98% Closely correlated	+1.91%
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