Westwood Smallcap Financial Statements From 2010 to 2024
| WSCIXDelisted Fund | USD 8.06 0.00 0.00% |
Check Westwood Smallcap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Smallcap'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 Smallcap Valuation or Volatility modules.
Westwood |
Westwood Smallcap Growth Mutual Fund Cash Position Weight Analysis
Westwood Smallcap's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Westwood Smallcap Cash Position Weight | 3.83 % |
Most of Westwood Smallcap's fundamental indicators, such as Cash Position Weight, 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 Smallcap Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Westwood Smallcap Growth has 3.83% in Cash Position Weight. This is much higher than that of the Westwood family and significantly higher than that of the Convertibles category. The cash position weight for all United States funds is notably lower than that of the firm.
Westwood Smallcap Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Smallcap's current stock value. Our valuation model uses many indicators to compare Westwood Smallcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Smallcap competition to find correlations between indicators driving Westwood Smallcap's intrinsic value. More Info.Westwood Smallcap Growth is presently regarded as number one fund in one year return among similar funds. It also is presently regarded as number one fund in three year return among similar funds reporting about 0.65 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Westwood Smallcap Growth is roughly 1.53 . 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 Smallcap's earnings, one of the primary drivers of an investment's value.About Westwood Smallcap Financial Statements
Westwood Smallcap investors use historical fundamental indicators, such as Westwood Smallcap'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 Smallcap. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in convertible securities. Westwood Smallcap is traded on NASDAQ Exchange in the United States.
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.Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Other Consideration for investing in Westwood Mutual Fund
If you are still planning to invest in Westwood Smallcap Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Westwood Smallcap's history and understand the potential risks before investing.
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