Westcore Global Financials
| WIMVX Fund | USD 12.28 0.08 0.66% |
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 Global Fund Summary
Westcore Global competes with Segall Bryant, Segall Bryant, Segall Bryant, Segall Bryant, and Segall Bryant. Under normal circumstances, the fund will invest at least 80 percent of the value of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40 percent of its net assets in stocks of foreign companies drawn from at least three different countries .Specialization | World Large-Stock Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO Alps Fund |
| Mutual Fund Family | Segall Bryant & Hamill |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 392 2673 |
| Currency | USD - US Dollar |
Westcore Global Key Financial Ratios
Westcore Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Global's current stock value. Our valuation model uses many indicators to compare Westcore Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Global competition to find correlations between indicators driving Westcore Global's intrinsic value. More Info.Westcore Global Large Cap 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 Westcore Global Large Cap is roughly 6.50 . 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 Global's earnings, one of the primary drivers of an investment's value.Westcore Global Large Systematic Risk
Westcore Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westcore Global 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 Global Large correlated with the market. If Beta is less than 0 Westcore Global generally moves in the opposite direction as compared to the market. If Westcore Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westcore Global Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westcore Global is generally in the same direction as the market. If Beta > 1 Westcore Global moves generally in the same direction as, but more than the movement of the benchmark.
Westcore Global November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westcore Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westcore Global Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westcore Global Large Cap 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 Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8052 | |||
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 3.46 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Westcore Mutual Fund
Westcore Global 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 Global security.
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