Westwood Largecap Value Fund Manager Performance Evaluation
| WHGLX Fund | USD 11.84 0.11 0.94% |
The entity maintains a market beta of 0.0648, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westwood Largecap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Largecap is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Largecap Value are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Westwood Largecap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2021 | |
| Expense Ratio | 0.6200 |
Westwood |
Westwood Largecap Relative Risk vs. Return Landscape
If you would invest 942.00 in Westwood Largecap Value on October 8, 2025 and sell it today you would earn a total of 242.00 from holding Westwood Largecap Value or generate 25.69% return on investment over 90 days. Westwood Largecap Value is currently producing 0.4138% returns and takes up 3.2254% volatility of returns over 90 trading days. Put another way, 28% of traded mutual funds are less volatile than Westwood, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Largecap Current Valuation
Overvalued
Today
Please note that Westwood Largecap's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Westwood Largecap Value maintains a prevalent Real Value of $11.52 per share. The last-minute price of the fund is $11.84. We determine the value of Westwood Largecap Value from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Westwood Largecap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Largecap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.84 | Real 11.52 | Hype 11.84 |
The intrinsic value of Westwood Largecap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Westwood Largecap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Westwood Largecap Value helps investors to forecast how Westwood mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Westwood Largecap more accurately as focusing exclusively on Westwood Largecap's fundamentals will not take into account other important factors: Westwood Largecap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Largecap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Largecap Value, and traders can use it to determine the average amount a Westwood Largecap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1283
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Based on monthly moving average Westwood Largecap is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Westwood Largecap by adding it to a well-diversified portfolio.
Westwood Largecap Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Largecap, and Westwood Largecap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Westwood Mutual Fund performance.
| Price To Earning | 19.26 X | ||||
| Price To Book | 2.63 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 194.16 M | ||||
About Westwood Largecap Performance
Evaluating Westwood Largecap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Largecap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Westwood Largecap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Westwood Largecap Value performance evaluation
Checking the ongoing alerts about Westwood Largecap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Largecap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westwood Largecap had very high historical volatility over the last 90 days | |
| Latest headline from news.google.com: Virtus Newfleet Multi-Sector Short Term Bond Fund Q3 2025 Commentary - Seeking Alpha | |
| The fund keeps 97.48% of its net assets in stocks |
- Analyzing Westwood Largecap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Westwood Largecap's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Largecap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Westwood Largecap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Largecap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Largecap's mutual fund. These opinions can provide insight into Westwood Largecap's potential for growth and whether the stock is currently undervalued or overvalued.
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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