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WTMVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$11.56
Change
+$0.04 (+0.35%)
Net Assets
35.89M

WTMVX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), SERVICENOW (NYSE:NOW), Marvell Technology (NASDAQ:MRVL).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of the value of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are not favorable).

Market Cap

The average market capitalization across the Segall Bryant & Hamill Glb All Cp Retail MF is 813.36B. The market cap for tickers in the group ranges from 216.07M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill Glb All Cp Retail MF was 180%. For the same stocks of the MF, the average monthly volume growth was 287% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 34
Price Growth Rating: 36
SMR Rating: 42
Profit Risk Rating: 13
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com