Wcm Focused Small Fund Quote

WCMFX Fund  USD 11.83  0.09  0.77%   

Performance

Good

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Wcm Focused is trading at 11.83 as of the 24th of July 2025; that is 0.77 percent up since the beginning of the trading day. The fund's open price was 11.74. Wcm Focused has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies the funds advisor believes to be undervalued. WCM Focused is traded on NASDAQ Exchange in the United States. More on Wcm Focused Small

Moving together with Wcm Mutual Fund

  0.87VSCIX Vanguard Small CapPairCorr
  0.87VSCPX Vanguard Small CapPairCorr
  0.87NAESX Vanguard Small CapPairCorr
  0.86FSSNX Fidelity Small CapPairCorr
  0.88DFSTX Us Small CapPairCorr

Moving against Wcm Mutual Fund

  0.41TRV The Travelers CompaniesPairCorr
  0.4MCD McDonaldsPairCorr

Wcm Mutual Fund Highlights

Fund ConcentrationSmall Blend, WCM Investment Management, Large, Small Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date30th of April 2023
Fiscal Year EndApril
Wcm Focused Small [WCMFX] is traded in USA and was established 24th of July 2025. The fund is listed under Small Blend category and is part of WCM Investment Management family. This fund at this time has accumulated 126.46 M in net assets with minimum initial investment of 100 K. Wcm Focused Small is currently producing year-to-date (YTD) return of 0.75%, while the total return for the last 3 years was 10.61%.
Check Wcm Focused Probability Of Bankruptcy

Instrument Allocation

Top Wcm Focused Small Mutual Fund Constituents

IPARInter ParfumsStockConsumer Staples
WHWyndham Hotels ResortsStockConsumer Discretionary
VRTSVirtus Investment Partners,StockFinancials
VRRMVerra Mobility CorpStockInformation Technology
UNFUnifirstStockIndustrials
PLUSePlus incStockInformation Technology
MANHManhattan AssociatesStockInformation Technology
JLLJones Lang LaSalleStockReal Estate
More Details

Wcm Focused Small Risk Profiles

Wcm Focused Against Markets

Other Information on Investing in Wcm Mutual Fund

Wcm Focused financial ratios help investors to determine whether Wcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wcm with respect to the benefits of owning Wcm Focused security.
CEOs Directory
Screen CEOs from public companies around the world
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Stocks Directory
Find actively traded stocks across global markets
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets