Westwood Income Financial Statements From 2010 to 2026
| WWICX Fund | USD 13.13 0.01 0.08% |
Check Westwood Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Income'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 Income Valuation or Volatility modules.
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Westwood Income Opportunity Mutual Fund Ten Year Return Analysis
Westwood Income's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westwood Income Ten Year Return | 6.23 % |
Most of Westwood Income's fundamental indicators, such as Ten Year Return, 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 Income Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Westwood Income Opportunity has a Ten Year Return of 6.23%. This is much higher than that of the Westwood family and significantly higher than that of the Allocation--30% to 50% Equity category. The ten year return for all United States funds is notably lower than that of the firm.
Westwood Income Oppo Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Income's current stock value. Our valuation model uses many indicators to compare Westwood Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Income competition to find correlations between indicators driving Westwood Income's intrinsic value. More Info.Westwood Income Opportunity is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 83.14 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 Income's earnings, one of the primary drivers of an investment's value.About Westwood Income Financial Statements
Westwood Income investors use historical fundamental indicators, such as Westwood 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 Westwood Income. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying andor interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.
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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 Westwood Mutual Fund
Westwood Income 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 Income security.
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