Westcore Small-cap Financials
| WTSGX Fund | USD 23.08 0.12 0.52% |
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 Small-cap Fund Summary
Westcore Small-cap competes with Segall Bryant, Segall Bryant, Segall Bryant, Segall Bryant, and Segall Bryant. The funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. The adviser currently considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Growth Index, at the time of purchase.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO Alps Fund |
| Mutual Fund Family | Segall Bryant & Hamill |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 392 2673 |
| Currency | USD - US Dollar |
Westcore Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Small-cap's current stock value. Our valuation model uses many indicators to compare Westcore Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Small-cap competition to find correlations between indicators driving Westcore Small-cap's intrinsic value. More Info.Westcore Small Cap Growth 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westcore Small Cap Growth is roughly 9.10 . 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 Small-cap's earnings, one of the primary drivers of an investment's value.Westcore Small Cap Systematic Risk
Westcore Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westcore Small-cap 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 Small Cap correlated with the market. If Beta is less than 0 Westcore Small-cap generally moves in the opposite direction as compared to the market. If Westcore Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westcore Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westcore Small-cap is generally in the same direction as the market. If Beta > 1 Westcore Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Westcore Small-cap November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westcore Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westcore Small Cap Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westcore Small Cap Growth 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 Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.066 | |||
| Maximum Drawdown | 6.73 | |||
| Value At Risk | (1.68) | |||
| Potential Upside | 1.93 |
Other Information on Investing in Westcore Mutual Fund
Westcore Small-cap 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 Small-cap security.
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