Westcore Plus Financials
| WTIBX Fund | USD 9.34 0.01 0.11% |
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 Plus Fund Summary
Westcore Plus competes with Large Cap, James Balanced, Aberdeen Global, Loomis Sayles, and Wasatch Large. Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9579046759 |
| Business Address | CO Alps Fund |
| Mutual Fund Family | Segall Bryant & Hamill |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 392 2673 |
| Currency | USD - US Dollar |
Westcore Plus Key Financial Ratios
Westcore Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Plus's current stock value. Our valuation model uses many indicators to compare Westcore Plus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Plus competition to find correlations between indicators driving Westcore Plus's intrinsic value. More Info.Westcore Plus Bond 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 543.40 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 Plus' earnings, one of the primary drivers of an investment's value.Westcore Plus Bond Systematic Risk
Westcore Plus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westcore Plus 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Westcore Plus Bond correlated with the market. If Beta is less than 0 Westcore Plus generally moves in the opposite direction as compared to the market. If Westcore Plus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westcore Plus Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westcore Plus is generally in the same direction as the market. If Beta > 1 Westcore Plus moves generally in the same direction as, but more than the movement of the benchmark.
Westcore Plus November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westcore Plus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westcore Plus Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westcore Plus Bond 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 Plus's daily price indicators and compare them against related drivers.
| Information Ratio | (0.59) | |||
| Maximum Drawdown | 1.28 | |||
| Value At Risk | (0.63) | |||
| Potential Upside | 0.4215 |
Other Information on Investing in Westcore Mutual Fund
Westcore Plus 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 Plus security.
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