Nasdaq - Delayed Quote USD
WCM SMID Quality Val Fd Institutional (WCMFX)
10.49
-0.08
(-0.76%)
As of 8:09:28 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small- and mid- capitalization companies the fund's advisor believes to be undervalued. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts ("REITs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -11.77% |
| 5y Average Return | 12.67% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WCMFX | Category Average | WCMFX | Category Average | WCMFX | Category Average | |
| Alpha | -2.24 | -0.09 | -2.2 | -0.06 | -- | -0.06 |
| BETA | 1 | 0.01 | 0.97 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.32 | 0.01 | -- | 0.01 |
| R-squared | 75.06 | 0.83 | 71.9 | 0.77 | -- | 0.78 |
| Standard Deviation | 19.98 | 0.26 | 19.32 | 0.21 | -- | 0.19 |
| Sharpe Ratio | 0.17 | 0 | 0.68 | 0.01 | -- | 0.01 |
| Treynor Ratio | 1.59 | 0.08 | 12.63 | 0.1 | -- | 0.09 |
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