Westwood Market Neutral Fund Manager Performance Evaluation
| WMNIX Fund | USD 9.73 0.01 0.10% |
The entity maintains a market beta of 0.0658, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westwood Market's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Market is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Market Neutral are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Westwood Market is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2021 | |
| Expense Ratio | 0.3500 |
Westwood |
Westwood Market Relative Risk vs. Return Landscape
If you would invest 955.00 in Westwood Market Neutral on September 2, 2024 and sell it today you would earn a total of 18.00 from holding Westwood Market Neutral or generate 1.88% return on investment over 90 days. Westwood Market Neutral is currently producing 0.0292% returns and takes up 0.0894% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Market Current Valuation
Overvalued
Today
Please note that Westwood Market's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Westwood Market Neutral maintains a prevalent Real Value of $8.93 per share. The last-minute price of the fund is $9.73. We determine the value of Westwood Market Neutral 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 Market is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Market'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 9.73 | Real 8.93 | Hype 9.67 | Naive 9.74 |
The intrinsic value of Westwood Market'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 Market'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 Market Neutral 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 Market more accurately as focusing exclusively on Westwood Market's fundamentals will not take into account other important factors: Westwood Market Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Market's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Market Neutral, and traders can use it to determine the average amount a Westwood Market'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 = 0.3267
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| WMNIX |
Based on monthly moving average Westwood Market is performing at about 25% 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 Market by adding it to a well-diversified portfolio.
Westwood Market Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Market, and Westwood Market 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.
| Total Asset | 52.37 M | ||||
About Westwood Market Performance
Evaluating Westwood Market's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Market 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 Market 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.
The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.Things to note about Westwood Market Neutral performance evaluation
Checking the ongoing alerts about Westwood Market for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Market Neutral help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Franklin Low Duration U.S. Government Securities Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund keeps about 5.08% of its net assets in bonds |
- Analyzing Westwood Market'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 Market's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Market'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 Market's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Market's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Market's mutual fund. These opinions can provide insight into Westwood Market's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Market 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 Market security.
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