Westwood Quality Value Fund Quote
| WWLCX Fund | USD 13.78 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Westwood Quality is trading at 13.78 as of the 30th of January 2025; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 13.79. Westwood Quality has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. 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 Quality Value
Moving against Westwood Mutual Fund
Westwood Mutual Fund Highlights
| Fund Concentration | Westwood Funds, Large Value Funds, Large Value, Westwood (View all Sectors) |
| Update Date | 31st of December 2024 |
Westwood Quality Value [WWLCX] is traded in USA and was established 30th of January 2025. Westwood Quality 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. Westwood Quality Value at this time has accumulated 202.52 M in net assets with no minimum investment requirements with the current yeild of 0.01%, while the total return for the last 3 years was 5.09%.
Check Westwood Quality 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 Quality 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 Quality Value Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| GM | General Motors | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Westwood Quality Value Risk Profiles
| Mean Deviation | 0.6676 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.05) |
Westwood Quality Against Markets
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.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |