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WCM Alternatives Event-Driven Instl (WCEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.72+0.03 (+0.28%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash7.65%
Stocks56.29%
Bonds31.71%
Others-1.63%
Preferred2.02%
Convertible3.96%

Sector weightings (%)

Sector(s)
WCEIX
Basic materials
8.31%
Consumer cyclical
14.73%
Financial services
12.21%
Property
1.94%
Consumer defensive
3.07%
Healthcare
16.14%
Utilities
0.05%
Communication services
3.32%
Energy
30.07%
Industrials
8.96%
Technology
1.19%

Equity holdings

AverageWCEIXCategory average
Price/Earnings0.0731.05
Price/book0.483.49
Price/sales0.722.27
Price/Cash flow0.1217.26
Median market cap10,532.1114,593.31
3-year earnings growth00

Bond holdings

AverageWCEIXCategory average
Maturity9.89N/A
Duration6.88N/A
Credit qualityN/AN/A

Bond ratings

Sector(s)WCEIX
US government-0.13%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 7 holdings (23.83% of total assets)

Get quotes for top holdings
NameSymbol% assets
WestRock CoWRK5.38%
Goldman Sachs FS Treasury Intms InstlFTIXX3.74%
United States Steel CorpX3.54%
Goldman Sachs FS Government InstlFGTXX3.38%
Axonics IncAXNX2.98%
Carrier Global Corp Ordinary SharesCARR2.43%
McGrath RentCorpMGRC2.37%