Westwood Largecap Financials
| WHGLX Fund | USD 15.07 0.03 0.20% |
Westwood |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Westwood Largecap Fund Summary
Westwood Largecap competes with Simt Multi, Lord Abbett, Blackrock Inflation, Guidepath Managed, and Short Duration. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts . The fund invests in approximately 40-60 securities that are well diversified among market sectors.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0075W07347 |
| Business Address | Westwood Funds |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Largecap's current stock value. Our valuation model uses many indicators to compare Westwood Largecap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Largecap competition to find correlations between indicators driving Westwood Largecap's intrinsic value. More Info.Westwood Largecap Value is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westwood Largecap Value is roughly 7.32 . 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 Largecap's earnings, one of the primary drivers of an investment's value.Westwood Largecap Value Systematic Risk
Westwood Largecap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Largecap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Westwood Largecap Value correlated with the market. If Beta is less than 0 Westwood Largecap generally moves in the opposite direction as compared to the market. If Westwood Largecap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Largecap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Largecap is generally in the same direction as the market. If Beta > 1 Westwood Largecap moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Largecap December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Largecap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Largecap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Largecap Value based on widely used predictive technical indicators. In general, we focus on analyzing Westwood Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Westwood Largecap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5061 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 4.04 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 1.13 |
Other Information on Investing in Westwood Mutual Fund
Westwood Largecap 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 Largecap security.
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