Wellington Shields Financials
| WSACX Fund | USD 26.87 0.04 0.15% |
Wellington |
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.
Wellington Shields Fund Summary
Wellington Shields competes with Flexible Bond, Scout Core, Praxis Impact, Ishares Us, and Goldman Sachs. The fund invests primarily in equity securities of all market capitalizations. Wellington Shields is traded on NASDAQ Exchange in the United States.Specialization | Large Growth, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Capital Management Investment |
| Mutual Fund Family | Wellington Shields |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 626 3863 |
| Currency | USD - US Dollar |
Wellington Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wellington Shields's current stock value. Our valuation model uses many indicators to compare Wellington Shields value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wellington Shields competition to find correlations between indicators driving Wellington Shields's intrinsic value. More Info.Wellington Shields All Cap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 1,183 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 Wellington Shields' earnings, one of the primary drivers of an investment's value.Wellington Shields All Systematic Risk
Wellington Shields' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wellington Shields 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Wellington Shields All correlated with the market. If Beta is less than 0 Wellington Shields generally moves in the opposite direction as compared to the market. If Wellington Shields Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wellington Shields All is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wellington Shields is generally in the same direction as the market. If Beta > 1 Wellington Shields moves generally in the same direction as, but more than the movement of the benchmark.
Wellington Shields March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wellington Shields help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wellington Shields All Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wellington Shields All Cap based on widely used predictive technical indicators. In general, we focus on analyzing Wellington Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wellington Shields's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 5.47 | |||
| Value At Risk | (2.61) | |||
| Potential Upside | 2.05 |
Other Information on Investing in Wellington Mutual Fund
Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.
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