Westwood Largecap Value Fund Quote
| WHGLX Fund | USD 15.25 0.10 0.66% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Westwood Largecap is trading at 15.25 as of the 25th of November 2024; that is 0.66 percent up since the beginning of the trading day. The fund's open price was 15.15. Westwood Largecap has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Westwood Largecap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
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 . More on Westwood Largecap Value
Moving together with Westwood Mutual Fund
Westwood Mutual Fund Highlights
| Fund Concentration | Westwood Funds, Large Value Funds, Large Value, Westwood, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2021 |
| Fiscal Year End | October |
Westwood Largecap Value [WHGLX] is traded in USA and was established 25th of November 2024. Westwood Largecap is listed under Westwood category by Fama And French industry classification. The fund is listed under Large Value category and is part of Westwood family. This fund at this time has accumulated 194.97 M in net assets with minimum initial investment of 100 K. Westwood Largecap Value is currently producing year-to-date (YTD) return of 14.27% with the current yeild of 0.02%, while the total return for the last 3 years was 6.01%.
Check Westwood Largecap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westwood Largecap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Westwood Largecap Value Mutual Fund Constituents
| MIDD | Middleby Corp | Stock | Industrials | |
| PSA | Public Storage | Stock | Real Estate | |
| WFC | Wells Fargo | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MSI | Motorola Solutions | Stock | Information Technology | |
| ETN | Eaton PLC | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology |
Westwood Largecap Value Risk Profiles
| Mean Deviation | 0.5431 | |||
| Semi Deviation | 0.431 | |||
| Standard Deviation | 0.6932 | |||
| Variance | 0.4805 |
Westwood Largecap Against Markets
Other Information on Investing in Westwood Mutual Fund
Westwood Largecap 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 Largecap security.
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