Westwood Market Financials
| WMNIX Fund | USD 9.72 0.01 0.10% |
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 Market Fund Summary
Westwood Market competes with Sit Government, Inverse Government, Long Term, Intermediate Government, and Davis Government. 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.Specialization | Relative Value Arbitrage, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Westwood Funds |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Relative Value Arbitrage |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Market Key Financial Ratios
Westwood Financial Ratios 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.Westwood Market Neutral Systematic Risk
Westwood Market's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Market 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. 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 Market Neutral correlated with the market. If Beta is less than 0 Westwood Market generally moves in the opposite direction as compared to the market. If Westwood Market Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Market Neutral is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Market is generally in the same direction as the market. If Beta > 1 Westwood Market moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Market December 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Market help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Market Neutral. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Market Neutral 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 Market's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1249 | |||
| Information Ratio | (0.34) | |||
| Maximum Drawdown | 0.4143 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1035 |
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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