WCMAX WCM Mid Cap Quality Value Institutional 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 Institutional MF is 18.54B. The market cap for tickers in the group ranges from 6.04B to 24.63B. BRO holds the highest valuation in this group at 24.63B. The lowest valued company is ESI at 6.04B.

Volume

The average weekly volume growth across all stocks in the WCM Mid Cap Quality Value Institutional MF was 71%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was 93%

Fundamental Analysis Ratings

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

Valuation Rating: 63

P/E Growth Rating: 71

Price Growth Rating: 68

SMR Rating: 41

Profit Risk Rating: 45

Seasonality Score: 18 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

	1 Day
PORTX	59.62	N/A	N/A
Trillium ESG Global Equity Investor
BCSFX	27.65	N/A	N/A
Brown Capital Mgmt Intl Sm Co Instl
APPLX	15.51	-0.08	-0.51%
Appleseed Investor
IRVSX	24.69	-0.21	-0.84%
Voya Russell Large Cap Value Idx Port S
COFRX	37.17	-0.48	-1.27%
Columbia Contrarian Core Inst2

WCMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WCMAX has been closely correlated with FSMAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WCMAX jumps, then FSMAX could also see price increases.

Ticker / NAME	Correlation To WCMAX	1D Price Change %
WCMAX	100%	-1.75%
FSMAX - WCMAX	90% Closely correlated	N/A
VEXMX - WCMAX	46% Loosely correlated	-1.70%
VIEIX - WCMAX	46% Loosely correlated	-1.71%
VSEMX - WCMAX	29% Poorly correlated	-1.70%
VIMSX - WCMAX	26% Poorly correlated	-1.15%
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