Westwood Market Financial Statements From 2010 to 2024
| WMNIX Fund | USD 9.72 0.01 0.10% |
Check Westwood Market financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Market's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westwood financial statements analysis is a perfect complement when working with Westwood Market Valuation or Volatility modules.
Westwood |
Westwood Market Neutral Mutual Fund Net Asset Analysis
Westwood Market's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Westwood Market Net Asset | 178.49 M |
Most of Westwood Market's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westwood Market Neutral is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Westwood Market Neutral has a Net Asset of 178.49 M. This is much higher than that of the Westwood family and significantly higher than that of the Relative Value Arbitrage category. The net asset for all United States funds is notably lower than that of the firm.
Westwood Market Neutral Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Market's current stock value. Our valuation model uses many indicators to compare Westwood Market value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Market competition to find correlations between indicators driving Westwood Market's intrinsic value. More Info.Westwood Market Neutral is rated second in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 181.58 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westwood Market's earnings, one of the primary drivers of an investment's value.About Westwood Market Financial Statements
Westwood Market investors use historical fundamental indicators, such as Westwood Market's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Westwood Market. Please read more on our technical analysis and fundamental analysis pages.
The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Westwood Mutual Fund
Westwood Market financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Market security.
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