Westwood Quality Financials
| WWLCX Fund | USD 15.05 0.02 0.13% |
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 Quality Fund Summary
Westwood Quality competes with Westwood Short, Westwood Alternative, Westwood High, Westwood Income, and Westwood Income. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts . The fund invests in approximately 40-60 securities that are well diversified among market sectors.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ultimus Managers Trust |
| Mutual Fund Family | Westwood |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 386 3944 |
| Currency | USD - US Dollar |
Westwood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Quality's current stock value. Our valuation model uses many indicators to compare Westwood Quality value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Quality competition to find correlations between indicators driving Westwood Quality's intrinsic value. More Info.Westwood Quality Value is rated below average in annual yield among similar funds. It is rated fourth in one year return among similar funds reporting about 172.37 of One Year 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 Westwood Quality's earnings, one of the primary drivers of an investment's value.Westwood Quality Value Systematic Risk
Westwood Quality's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Westwood Quality 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 Westwood Quality Value correlated with the market. If Beta is less than 0 Westwood Quality generally moves in the opposite direction as compared to the market. If Westwood Quality Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Westwood Quality Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Westwood Quality is generally in the same direction as the market. If Beta > 1 Westwood Quality moves generally in the same direction as, but more than the movement of the benchmark.
Westwood Quality December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Westwood Quality help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Westwood Quality Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Westwood Quality Value 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 Quality's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5581 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 4.0 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 1.14 |
Other Information on Investing in Westwood Mutual Fund
Westwood Quality 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 Quality security.
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