Westwood Quality Value Manager Performance
| WWLCXDelisted Fund | USD 13.81 0.00 0.00% |
The entity maintains a market beta of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Westwood Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Quality is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Westwood Quality Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Westwood Quality is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWestwood |
Westwood Quality Relative Risk vs. Return Landscape
If you would invest 1,381 in Westwood Quality Value on November 28, 2025 and sell it today you would earn a total of 0.00 from holding Westwood Quality Value or generate 0.0% return on investment over 90 days. Westwood Quality Value is currently producing negative expected returns and takes up 0.0% 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 Quality Current Valuation
Overvalued
Today
Please note that Westwood Quality's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Westwood Quality Value maintains a prevalent Real Value of $12.82 per share. The last-minute price of the fund is $13.81. We determine the value of Westwood Quality 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 Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Quality'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 13.81 | Real 12.82 | Hype 13.81 | Naive 13.4 |
The intrinsic value of Westwood Quality'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 Quality'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 Quality 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 Quality more accurately as focusing exclusively on Westwood Quality's fundamentals will not take into account other important factors: Westwood Quality 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 |
| 13.81 | 90 days | 13.81 | about 62.46 |
Based on a normal probability distribution, the odds of Westwood Quality to move above the current price in 90 days from now is about 62.46 (This Westwood Quality Value probability density function shows the probability of Westwood Mutual Fund to fall within a particular range of prices over 90 days) .
Westwood Quality Price Density |
| Price |
Predictive Modules for Westwood Quality
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 Quality Value. 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 Quality'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 Quality Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Westwood Quality is not an exception. The market had few large corrections towards the Westwood Quality'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 Quality Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Westwood Quality within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | 0.17 | |
σ | Overall volatility | 0.63 | |
Ir | Information ratio | -0.13 |
Westwood Quality 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 Quality for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Westwood Quality Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Westwood Quality is not yet fully synchronised with the market data | |
| Westwood Quality has a very high chance of going through financial distress in the upcoming years | |
| The fund keeps 97.42% of its net assets in stocks |
Westwood Quality Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Quality, and Westwood Quality 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 | 251.66 M | |||
About Westwood Quality Performance
Evaluating Westwood Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Quality 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 Quality 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. Westwood Largecap is traded on NASDAQ Exchange in the United States.Things to note about Westwood Quality Value performance evaluation
Checking the ongoing alerts about Westwood Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Quality Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westwood Quality is not yet fully synchronised with the market data | |
| Westwood Quality has a very high chance of going through financial distress in the upcoming years | |
| The fund keeps 97.42% of its net assets in stocks |
- Analyzing Westwood Quality'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 Quality's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Quality'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 Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Quality's mutual fund. These opinions can provide insight into Westwood Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Other Consideration for investing in Westwood Mutual Fund
If you are still planning to invest in Westwood Quality Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Westwood Quality's history and understand the potential risks before investing.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |