Westwood Smidcap Price To Earning vs. Cash Position Weight
| WHGMX Fund | USD 15.02 0.31 2.02% |
For Westwood Smidcap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westwood Smidcap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westwood Smidcap Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westwood Smidcap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westwood Smidcap Fund over time as well as its relative position and ranking within its peers.
Westwood |
Westwood Smidcap Cash Position Weight vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Smidcap's current stock value. Our valuation model uses many indicators to compare Westwood Smidcap value to that of its competitors to determine the firm's financial worth. Westwood Smidcap Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in cash position weight among similar funds creating about 0.14 of Cash Position Weight per Price To Earning. The ratio of Price To Earning to Cash Position Weight for Westwood Smidcap Fund is roughly 7.04 . 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 Westwood Smidcap's earnings, one of the primary drivers of an investment's value.Westwood Cash Position Weight vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Westwood Smidcap |
| = | 19.49 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Westwood Smidcap |
| = | 2.77 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Westwood Cash Position Weight Comparison
Westwood Smidcap is currently under evaluation in cash position weight among similar funds.
Westwood Smidcap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westwood Smidcap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westwood Smidcap will eventually generate negative long term returns. The profitability progress is the general direction of Westwood Smidcap's change in net profit over the period of time. It can combine multiple indicators of Westwood Smidcap, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships .
Westwood Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westwood Smidcap. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Westwood Smidcap position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Westwood Smidcap's important profitability drivers and their relationship over time.
Use Westwood Smidcap in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Westwood Smidcap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Westwood Smidcap will appreciate offsetting losses from the drop in the long position's value.Westwood Smidcap Pair Trading
Westwood Smidcap Fund Pair Trading Analysis
The ability to find closely correlated positions to Westwood Smidcap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Westwood Smidcap when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Westwood Smidcap - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Westwood Smidcap Fund to buy it.
The correlation of Westwood Smidcap is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Westwood Smidcap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Westwood Smidcap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Westwood Smidcap can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Westwood Smidcap position
In addition to having Westwood Smidcap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Cryptocurrency
Dynamically computed list of top cryptocurrencies sorted bymarket capitalization. The Cryptocurrency theme has 50 constituents at this time.
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Other Information on Investing in Westwood Mutual Fund
To fully project Westwood Smidcap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Westwood Smidcap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Westwood Smidcap's income statement, its balance sheet, and the statement of cash flows.
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