Westwood Alternative Financial Statements From 2010 to 2025
| WWACX Fund | USD 9.68 0.01 0.10% |
Check Westwood Alternative financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Alternative'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 Alternative Valuation or Volatility modules.
Westwood |
Westwood Alternative Income Mutual Fund Cash Position Weight Analysis
Westwood Alternative's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Westwood Alternative Cash Position Weight | 13.13 % |
Most of Westwood Alternative's fundamental indicators, such as Cash Position Weight, 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 Alternative Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Westwood Alternative Income has 13.13% in Cash Position Weight. This is much higher than that of the Westwood family and significantly higher than that of the Relative Value Arbitrage category. The cash position weight for all United States funds is notably lower than that of the firm.
Westwood Alternative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Alternative's current stock value. Our valuation model uses many indicators to compare Westwood Alternative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Alternative competition to find correlations between indicators driving Westwood Alternative's intrinsic value. More Info.Westwood Alternative Income is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 110.04 of One Year 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 Alternative's earnings, one of the primary drivers of an investment's value.About Westwood Alternative Financial Statements
Westwood Alternative investors use historical fundamental indicators, such as Westwood Alternative'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 Alternative. 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.
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Other Information on Investing in Westwood Mutual Fund
Westwood Alternative 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 Alternative security.
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