Westcore Flexible Financials
| WTLTX Fund | USD 8.77 0.01 0.11% |
Westcore |
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.
Westcore Flexible Fund Summary
Westcore Flexible competes with Westcore Plus, Buffalo High, Northern High, Federated High, and Janus High-yield. Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets plus any borrowings for investment purposes in high yield securities. It may invest up to twenty-five percent in non-U.S. dollar-denominated securities.Specialization | High Yield Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO Alps Fund |
| Mutual Fund Family | Segall Bryant & Hamill |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 392 2673 |
| Currency | USD - US Dollar |
Westcore Flexible Key Financial Ratios
Westcore Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Flexible's current stock value. Our valuation model uses many indicators to compare Westcore Flexible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Flexible competition to find correlations between indicators driving Westcore Flexible's intrinsic value. More Info.Westcore Flexible Income 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 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westcore Flexible Income is roughly 5.86 . 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 Westcore Flexible's earnings, one of the primary drivers of an investment's value.Westcore Flexible Income Systematic Risk
Westcore Flexible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westcore Flexible 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 Westcore Flexible Income correlated with the market. If Beta is less than 0 Westcore Flexible generally moves in the opposite direction as compared to the market. If Westcore Flexible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westcore Flexible Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westcore Flexible is generally in the same direction as the market. If Beta > 1 Westcore Flexible moves generally in the same direction as, but more than the movement of the benchmark.
Westcore Flexible December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westcore Flexible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westcore Flexible Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westcore Flexible Income based on widely used predictive technical indicators. In general, we focus on analyzing Westcore Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Westcore Flexible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1639 | |||
| Information Ratio | (0.69) | |||
| Maximum Drawdown | 0.5726 | |||
| Value At Risk | (0.23) | |||
| Potential Upside | 0.2296 |
Other Information on Investing in Westcore Mutual Fund
Westcore Flexible financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Flexible security.
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