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WCMYX
Mutual Fund ticker: NASDAQ
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WCMYX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Texas Instruments (NASDAQ:TXN), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Amgen (NASDAQ:AMGN).

Industry description

The investment seeks current and growing dividend income and 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 the equity securities of U.S. and non-U.S. dividend-paying companies. The fund primarily invests in the common stock of U.S. companies, as well as depositary receipts of non-U.S. companies in developed market countries.

Market Cap

The average market capitalization across the WCM Quality Dividend Growth Inst MF is 186.76B. The market cap for tickers in the group ranges from 7.23B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is CFR at 7.23B.

Volume

The average weekly volume growth across all stocks in the WCM Quality Dividend Growth Inst MF was 6%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 33
Price Growth Rating: 41
SMR Rating: 43
Profit Risk Rating: 39
Seasonality Score: 50 (-100 ... +100)
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/