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WMIDX
Mutual Fund ticker: NASDAQ
AS OF
Oct 3 closing price
Price
$11.64
Change
+$0.08 (+0.69%)
Net Assets
6.29M

WMIDX WCM Mid Cap Quality Value Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend
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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 (plus any borrowings for investment purposes) in equity securities of mid capitalization companies. The fund 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 Mid Cap Quality Value Investor MF is 16.3B. The market cap for tickers in the group ranges from 5.65B to 31.32B. BRO holds the highest valuation in this group at 31.32B. The lowest valued company is TREX at 5.65B.

Volume

The average weekly volume growth across all stocks in the WCM Mid Cap Quality Value Investor MF was 16%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -57%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 69
Price Growth Rating: 63
SMR Rating: 44
Profit Risk Rating: 58
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/
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WMIDX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that WMIDX and VEXAX have been poorly correlated (+28% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WMIDX and VEXAX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMIDX
1D Price
Change %
WMIDX100%
+0.69%
VEXAX - WMIDX
28%
Poorly correlated
+0.29%
VEXMX - WMIDX
28%
Poorly correlated
+0.29%
VIEIX - WMIDX
27%
Poorly correlated
+0.29%
FSMAX - WMIDX
24%
Poorly correlated
+0.29%
VMCPX - WMIDX
6%
Poorly correlated
+0.25%
More