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WCMSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$20.84
Change
+$0.14 (+0.68%)
Net Assets
293.95M

WCMSX WCM International Small Cap Growth Instl Forecast, Technical & Fundamental Analysis

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 in equity securities or depository receipts of small capitalization companies domiciled outside of the United States, including in emerging and frontier market countries. The fund invests in the securities of companies located in different countries and in at least three different countries.

Market Cap

The average market capitalization across the WCM International Small Cap Growth Instl MF is 4.65B. The market cap for tickers in the group ranges from 9.47B to 11.33B. CLS holds the highest valuation in this group at 11.33B. The lowest valued company is GLOB at 9.47B.

Volume

The average weekly volume growth across all stocks in the WCM International Small Cap Growth Instl MF was -37%. For the same stocks of the MF, the average monthly volume growth was -73% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 59
Price Growth Rating: 63
SMR Rating: 67
Profit Risk Rating: 72
Seasonality Score: 28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidGrowth

Profile
Fundamentals
Details
Category
Foreign Small/Mid Growth
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com
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WCMSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCMSX
1D Price
Change %
WCMSX100%
+0.83%
INSLX - WCMSX
95%
Closely correlated
+0.30%
OSMCX - WCMSX
95%
Closely correlated
+0.29%
OSCIX - WCMSX
95%
Closely correlated
+0.30%
OSMNX - WCMSX
95%
Closely correlated
+0.30%
OSMYX - WCMSX
95%
Closely correlated
+0.30%
More