Westwood Income Opportunity Fund Current Valuation
| WHGIX Fund | USD 12.45 0.02 0.16% |
Valuation analysis of Westwood Income Oppo helps investors to measure Westwood Income's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns.
Undervalued
Today
Please note that Westwood Income's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Westwood Income Oppo prevalent Real Value cannot be determined due to lack of data. The last-minute price of Westwood Income Oppo is $12.45. 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 12.45 | Real 0.0 | Hype 0.0 |
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 Opportunity Mutual Fund Current Valuation Analysis
Westwood Income's Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
| Competition |
In accordance with the recently published financial statements, Westwood Income Opportunity has a Current Valuation of 0.0. This indicator is about the same for the Westwood average (which is currently at 0.0) family and about the same as Allocation--30% to 50% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Technical Analysis Now
Technical AnalysisCheck basic technical indicators and analysis based on most latest market data |
| All Next | Launch Module |
Fund Asset Allocation for Westwood Income
The fund invests 44.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (40.1%) , cash (3.55%) and various exotic instruments.Asset allocation divides Westwood Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Westwood Fundamentals
| Price To Earning | 19.26 X | |||
| Price To Book | 2.81 X | |||
| Price To Sales | 2.55 X | |||
| Total Asset | 794.93 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 11.16 % | |||
| One Year Return | 17.53 % | |||
| Three Year Return | 2.41 % | |||
| Five Year Return | 5.68 % | |||
| Ten Year Return | 7.29 % | |||
| Net Asset | 869.54 M | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.05 | |||
| Cash Position Weight | 3.55 % | |||
| Equity Positions Weight | 44.49 % | |||
| Bond Positions Weight | 40.10 % |
About Westwood Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westwood Income Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Income Opportunity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |