Westcore Colorado Financials
| WICOX Fund | USD 10.58 0.02 0.19% |
Westcore |
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.
Westcore Colorado Fund Summary
Westcore Colorado competes with Segall Bryant, Segall Bryant, Segall Bryant, Segall Bryant, and Segall Bryant. The fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moodys or Standard Poors. The fund is non-diversified.Specialization | Muni Single State Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO Alps Fund |
| Mutual Fund Family | Segall Bryant & Hamill |
| Mutual Fund Category | Muni Single State Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 392 2673 |
| Currency | USD - US Dollar |
Westcore Colorado Key Financial Ratios
Westcore Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Colorado's current stock value. Our valuation model uses many indicators to compare Westcore Colorado value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Colorado competition to find correlations between indicators driving Westcore Colorado's intrinsic value. More Info.Westcore Orado Tax Exempt 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 1,387 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 Westcore Colorado's earnings, one of the primary drivers of an investment's value.Westcore Orado Tax Systematic Risk
Westcore Colorado's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westcore Colorado 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Westcore Orado Tax correlated with the market. If Beta is less than 0 Westcore Colorado generally moves in the opposite direction as compared to the market. If Westcore Colorado Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westcore Orado Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westcore Colorado is generally in the same direction as the market. If Beta > 1 Westcore Colorado moves generally in the same direction as, but more than the movement of the benchmark.
Westcore Colorado November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westcore Colorado help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westcore Orado Tax Exempt. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westcore Orado Tax Exempt based on widely used predictive technical indicators. In general, we focus on analyzing Westcore Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Westcore Colorado's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3272 | |||
| Information Ratio | (0.66) | |||
| Maximum Drawdown | 1.14 | |||
| Value At Risk | (0.28) | |||
| Potential Upside | 0.2833 |
Other Information on Investing in Westcore Mutual Fund
Westcore Colorado financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Colorado security.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |