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WFGGX First Trust WCM Focused Global Gr Inv Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Arista Networks (NYSE:ANET), Datadog (NASDAQ:DDOG).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.

Market Cap

The average market capitalization across the First Trust WCM Focused Global Gr Inv MF is 664.5B. The market cap for tickers in the group ranges from 7.76B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NOV at 7.76B.

Volume

The average weekly volume growth across all stocks in the First Trust WCM Focused Global Gr Inv MF was -7%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 67
Price Growth Rating: 42
SMR Rating: 46
Profit Risk Rating: 34
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com
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WFGGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WFGGX has been closely correlated with NPFCX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if WFGGX jumps, then NPFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WFGGX
1D Price
Change %
WFGGX100%
+0.25%
NPFCX - WFGGX
93%
Closely correlated
+0.37%
RNPFX - WFGGX
89%
Closely correlated
+0.39%
ANWPX - WFGGX
89%
Closely correlated
+0.38%
RNPEX - WFGGX
89%
Closely correlated
+0.38%
FNPFX - WFGGX
89%
Closely correlated
+0.38%
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