Westcore Small Cap Growth Fund Fundamentals
| WISGX Fund | USD 23.77 0.13 0.55% |
Westcore Small Cap Growth fundamentals help investors to digest information that contributes to Westcore Small's financial success or failures. It also enables traders to predict the movement of Westcore Mutual Fund. The fundamental analysis module provides a way to measure Westcore Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Westcore Small mutual fund.
Westcore |
Westcore Small Cap Growth Mutual Fund Minimum Initial Investment Analysis
Westcore Small's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Westcore Small Minimum Initial Investment | 250 K |
Most of Westcore Small's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westcore Small Cap Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Westcore Small Cap Growth has a Minimum Initial Investment of 250 K. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the Small Growth category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Westcore Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Small's current stock value. Our valuation model uses many indicators to compare Westcore Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Small competition to find correlations between indicators driving Westcore Small's intrinsic value. More Info.Westcore Small Cap Growth is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.44 of One Year Return per Year To Date Return. 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 Small's earnings, one of the primary drivers of an investment's value.Did you try this?
Run FinTech Suite Now
FinTech SuiteUse AI to screen and filter profitable investment opportunities |
| All Next | Launch Module |
Fund Asset Allocation for Westcore Small
The fund consists of 95.72% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Westcore Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Westcore Fundamentals
| Total Asset | 183.06 M | ||||
| Year To Date Return | 26.50 % | ||||
| One Year Return | 38.04 % | ||||
| Three Year Return | 0.24 % | ||||
| Five Year Return | 12.57 % | ||||
| Net Asset | 222.79 M | ||||
| Minimum Initial Investment | 250 K | ||||
| Cash Position Weight | 4.28 % | ||||
| Equity Positions Weight | 95.72 % |
About Westcore Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westcore Small Cap Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westcore Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westcore Small Cap Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. The adviser currently considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Growth Index, at the time of purchase.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Westcore Mutual Fund
Westcore Small 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 Small security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |