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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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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.
One Year Return
One Year Return Comparative Analysis
Westcore Flexible is rated below average in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |