Wilshire Income Financial Statements From 2010 to 2025
| WIOPX Fund | USD 8.83 0.01 0.11% |
Check Wilshire Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wilshire Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wilshire financial statements analysis is a perfect complement when working with Wilshire Income Valuation or Volatility modules.
Wilshire |
Wilshire Income Opport Mutual Fund Net Asset Analysis
Wilshire Income'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 Wilshire Income Net Asset | 199.33 M |
Most of Wilshire Income'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, Wilshire Income Opport 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.
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Based on the recorded statements, Wilshire Income Opport has a Net Asset of 199.33 M. This is much higher than that of the Wilshire Mutual Funds family and significantly higher than that of the Multisector Bond category. The net asset for all United States funds is notably lower than that of the firm.
Wilshire Income Opport Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilshire Income's current stock value. Our valuation model uses many indicators to compare Wilshire Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilshire Income competition to find correlations between indicators driving Wilshire Income's intrinsic value. More Info.Wilshire Income Opport is presently regarded as number one fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 38.79 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 Wilshire Income's earnings, one of the primary drivers of an investment's value.About Wilshire Income Financial Statements
Wilshire Income investors use historical fundamental indicators, such as Wilshire Income'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 Wilshire Income. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80 percent of its total assets in a portfolio of income producing securities of varying maturities across a variety of fixed income securities. Derivative investments that provide exposure to debt securities or have similar economic characteristics to the income securities in which the Portfolio invests may be used to satisfy the income funds 80 percent policy.
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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 Wilshire Mutual Fund
Wilshire Income financial ratios help investors to determine whether Wilshire 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 Wilshire with respect to the benefits of owning Wilshire Income security.
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