+Compare
WCMNX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
35.49M

WCMNX WCM Small Cap Growth Investor Forecast, Technical & Fundamental Analysis

Category SmallGrowth
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 Investor MF is 6.24B. The market cap for tickers in the group ranges from 2.64B to 10.64B. FIVE holds the highest valuation in this group at 10.64B. The lowest valued company is FOXF at 2.64B.

Volume

The average weekly volume growth across all stocks in the WCM Small Cap Growth Investor MF was 2%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 57
Price Growth Rating: 47
SMR Rating: 57
Profit Risk Rating: 51
Seasonality Score: -14 (-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 %
ILGFX17.540.04
+0.23%
Columbia Integrated Large Cap Gr Adv
FITLX20.530.04
+0.20%
Fidelity® U.S. Sustainability Index
VMVIX53.28-0.07
-0.13%
Vanguard Mid-Cap Value Index Investor
ECTMX14.45-0.02
-0.14%
Eaton Vance Dividend Builder C
ARSPX37.10-0.16
-0.43%
Virtus KAR Global Small-Cap P

WCMNX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCMNX
1D Price
Change %
WCMNX100%
-0.81%
WCMLX - WCMNX
100%
Closely correlated
-0.71%
QUAIX - WCMNX
98%
Closely correlated
-0.83%
QUAZX - WCMNX
98%
Closely correlated
-0.86%
QUAKX - WCMNX
98%
Closely correlated
-0.84%
QUACX - WCMNX
98%
Closely correlated
-0.84%
More