Westwood Income Financials
| WHGIX Fund | USD 12.33 0.07 0.57% |
Westwood |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Westwood Income Fund Summary
Westwood Income competes with Berwyn Income, Fpa Crescent, James Balanced, and Westwood Largecap. 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.Specialization | Allocation--30% to 50% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0075W07750 |
| Business Address | Westwood Funds |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Income Key Financial Ratios
Westwood Financial Ratios 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 presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westwood Income Opportunity is roughly 6.85 . 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.Westwood Income Oppo Systematic Risk
Westwood Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Westwood Income Oppo correlated with the market. If Beta is less than 0 Westwood Income generally moves in the opposite direction as compared to the market. If Westwood Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Income Oppo is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Income is generally in the same direction as the market. If Beta > 1 Westwood Income moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Income November 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Income Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Income Opportunity based on widely used predictive technical indicators. In general, we focus on analyzing Westwood Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Westwood Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3502 | |||
| Information Ratio | (0.21) | |||
| Maximum Drawdown | 1.59 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.6612 |
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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