+Compare
WLIVX
Mutual Fund ticker:
NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
10.62M

WLIVX WCM Focused International Value Investor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), Schlumberger Limited (NYSE:SLB).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 75% of its net assets in equity securities of non-U.S. domiciled companies or depository receipts of non-U.S. domiciled companies the advisor believes to be undervalued, which companies may be located in developed, emerging market or frontier market countries. Its investments in equity securities may include common stock and depositary receipts. Generally, the fund will invest in equity securities of approximately 30 to 60 issuers.

Market Cap

The average market capitalization across the WCM Focused International Value Investor MF is 63.71B. The market cap for tickers in the group ranges from 18.53B to 279.93B. MRK holds the highest valuation in this group at 279.93B. The lowest valued company is ICLR at 18.53B.

Volume

The average weekly volume growth across all stocks in the WCM Focused International Value Investor MF was -21%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -38%

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: 62
Price Growth Rating: 52
SMR Rating: 58
Profit Risk Rating: 51
Seasonality Score: 23 (-100 ... +100)
View a ticker or compare two or three
A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Foreign Large Blend
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 %
LCMRX30.080.15
+0.50%
ClearBridge Mid Cap Growth R
AGAQX11.170.04
+0.36%
Allspring Global Long/Short Equity A
MIMSX16.290.01
+0.06%
BNY Mellon Mid Cap Multi-Strategy Inv
UBVUX76.88N/A
N/A
Undiscovered Managers Behavioral Val R4
KGLCX7.40-0.01
-0.13%
Kinetics Global Adv C

WLIVX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WLIVX
1D Price
Change %
WLIVX100%
+0.50%
VTISX - WLIVX
93%
Closely correlated
+0.77%
VGTSX - WLIVX
93%
Closely correlated
+0.78%
VTIAX - WLIVX
93%
Closely correlated
+0.77%
VDIPX - WLIVX
86%
Closely correlated
+0.87%
VTMNX - WLIVX
86%
Closely correlated
+0.88%
More