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WILTX Fund | USD 8.67 0.01 0.12% |
Slightly above 62% of Westcore Flexible's investor base is looking to short. The analysis of overall sentiment of trading Westcore Flexible Income mutual fund suggests that many investors are alarmed at this time. Westcore Flexible's investing sentiment can be driven by a variety of factors including economic data, Westcore Flexible's earnings reports, geopolitical events, and overall market trends.
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Report Billionaire investor, philanthropist George Soros cedes control of empire to a younger son WLTX.com
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Westcore Flexible Fundamental Analysis
We analyze Westcore Flexible's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westcore Flexible using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westcore Flexible 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.
Cash Position Weight
Cash Position Weight Comparative Analysis
Westcore Flexible is rated below average in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Westcore Flexible Income Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Westcore Flexible mutual fund to make a market-neutral strategy. Peer analysis of Westcore Flexible could also be used in its relative valuation, which is a method of valuing Westcore Flexible by comparing valuation metrics with similar companies.
Peers
Westcore Flexible Related Equities
WIMVX | Westcore Global | 1.11 | ||||
WISGX | Westcore Small | 1.04 | ||||
SBASX | Segall Bryant | 0.67 | ||||
SBAPX | Segall Bryant | 0.1 | ||||
WICOX | Westcore Orado | 0.09 | ||||
WITAX | Westcore Municipal | 0.10 | ||||
WILTX | Westcore Flexible | 0.12 | ||||
WIIBX | Westcore Plus | 0.21 | ||||
SBEMX | Segall Bryant | 1.01 |
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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