Westwood Short Financial Statements From 2010 to 2024
| WHGHX Fund | USD 10.10 0.04 0.40% |
Check Westwood Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Short's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westwood financial statements analysis is a perfect complement when working with Westwood Short Valuation or Volatility modules.
Westwood |
Westwood Short Duration Mutual Fund Net Asset Analysis
Westwood Short's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Westwood Short Net Asset | 95.54 M |
Most of Westwood Short's fundamental indicators, such as Net Asset, 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, Westwood Short Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Westwood Short Duration has a Net Asset of 95.54 M. This is much higher than that of the Westwood family and significantly higher than that of the Allocation--15% to 30% Equity category. The net asset for all United States funds is notably lower than that of the firm.
Westwood Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Short's current stock value. Our valuation model uses many indicators to compare Westwood Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Short competition to find correlations between indicators driving Westwood Short's intrinsic value. More Info.Westwood Short Duration is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 185.87 of Year To Date Return per Annual Yield. 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 Short's earnings, one of the primary drivers of an investment's value.About Westwood Short Financial Statements
Westwood Short investors use historical fundamental indicators, such as Westwood Short's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Westwood Short. Please read more on our technical analysis and fundamental analysis pages.
The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80 percent of its total assets in debt securities and 20 percent of its total assets in equity securities.
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 Westwood Mutual Fund
Westwood Short financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Short security.
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