Westwood Income Opportunity Fund Manager Performance Evaluation
| WWICX Fund | USD 13.17 0.04 0.30% |
The entity maintains a market beta of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Income is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Income Opportunity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Westwood Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWestwood |
Westwood Income Relative Risk vs. Return Landscape
If you would invest 1,273 in Westwood Income Opportunity on October 28, 2025 and sell it today you would earn a total of 44.00 from holding Westwood Income Opportunity or generate 3.46% return on investment over 90 days. Westwood Income Opportunity is currently producing 0.0565% returns and takes up 0.3945% volatility of returns over 90 trading days. Put another way, 3% 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 Income Current Valuation
Fairly Valued
Today
Please note that Westwood Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westwood Income Oppo maintains a prevalent Real Value of $13.08 per share. The last-minute price of the fund is $13.17. We determine the value of Westwood Income Oppo 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Income'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 13.17 | Real 13.08 | Hype 13.17 |
The intrinsic value of Westwood Income'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 Income'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 Income Opportunity 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 Income more accurately as focusing exclusively on Westwood Income's fundamentals will not take into account other important factors: Westwood Income Target Price Odds to finish over Current Price
The tendency of Westwood Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.17 | 90 days | 13.17 | under 4 |
Based on a normal probability distribution, the odds of Westwood Income to move above the current price in 90 days from now is under 4 (This Westwood Income Opportunity probability density function shows the probability of Westwood Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Westwood Income has a beta of 0.42. This entails as returns on the market go up, Westwood Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Westwood Income Opportunity will be expected to be much smaller as well. Additionally Westwood Income Opportunity has an alpha of 0.0168, implying that it can generate a 0.0168 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Westwood Income Price Density |
| Price |
Predictive Modules for Westwood Income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Westwood Income Oppo. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Westwood Income's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Westwood Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Westwood Income is not an exception. The market had few large corrections towards the Westwood Income's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Westwood Income Opportunity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Westwood Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.42 | |
σ | Overall volatility | 0.19 | |
Ir | Information ratio | -0.06 |
Westwood Income Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Westwood Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Westwood Income Oppo can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps about 7.75% of its net assets in bonds |
Westwood Income Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Income, and Westwood Income 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 | 694.81 M | |||
About Westwood Income Performance
Evaluating Westwood Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Income 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 Income 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 investment seeks to provide current income long-term capital appreciation is a secondary objective. Westwood Income is traded on NASDAQ Exchange in the United States.Things to note about Westwood Income Oppo performance evaluation
Checking the ongoing alerts about Westwood Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Income Oppo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 7.75% of its net assets in bonds |
- Analyzing Westwood Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Income's mutual fund. These opinions can provide insight into Westwood Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Income 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 Income security.
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