Westwood Smallcap Financials
| WHGSX Fund | USD 19.78 0.09 0.46% |
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 Smallcap Fund Summary
Westwood Smallcap competes with Westwood Short, Westwood Income, Westwood Income, Westwood Largecap, and Ultimus Managers. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0075W07263 |
| Business Address | Westwood Funds |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Smallcap Key Financial Ratios
Westwood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Smallcap's current stock value. Our valuation model uses many indicators to compare Westwood Smallcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Smallcap competition to find correlations between indicators driving Westwood Smallcap's intrinsic value. More Info.Westwood Smallcap Value is rated second in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westwood Smallcap Value is roughly 9.90 . 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 Smallcap's earnings, one of the primary drivers of an investment's value.Westwood Smallcap Value Systematic Risk
Westwood Smallcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Smallcap 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.
Illegal number of arguments. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Westwood Smallcap Value correlated with the market. If Beta is less than 0 Westwood Smallcap generally moves in the opposite direction as compared to the market. If Westwood Smallcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Smallcap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Smallcap is generally in the same direction as the market. If Beta > 1 Westwood Smallcap moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Smallcap March 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Smallcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Smallcap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Smallcap 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 Smallcap's daily price indicators and compare them against related drivers.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 7.34 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.27 |
Other Information on Investing in Westwood Mutual Fund
Westwood Smallcap 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 Smallcap security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |