Westwood Opportunistic High Fund Minimum Initial Investment
Westwood Opportunistic High fundamentals help investors to digest information that contributes to Westwood Opportunistic's financial success or failures. It also enables traders to predict the movement of Westwood Mutual Fund. The fundamental analysis module provides a way to measure Westwood Opportunistic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Westwood Opportunistic mutual fund.
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Westwood Opportunistic High Mutual Fund Minimum Initial Investment Analysis
Westwood Opportunistic's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Current Westwood Opportunistic Minimum Initial Investment | 250 K |
Most of Westwood Opportunistic's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westwood Opportunistic High is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
CompetitionBased on the recorded statements, Westwood Opportunistic High has a Minimum Initial Investment of 250 K. This is much higher than that of the Westwood family and significantly higher than that of the High Yield Bond category. The minimum initial investment for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Westwood Opportunistic
The fund consists of 94.33% investments in fixed income securities, with the rest of funds allocated in stocks, cash.Asset allocation divides Westwood Opportunistic'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
| Total Asset | 1.85 M | |||
| One Year Return | 5.20 % | |||
| Three Year Return | 5.46 % | |||
| Net Asset | 1.85 M | |||
| Minimum Initial Investment | 250 K | |||
| Last Dividend Paid | 0.05 | |||
| Cash Position Weight | 4.88 % | |||
| Equity Positions Weight | 0.79 % | |||
| Bond Positions Weight | 94.33 % |
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Other Consideration for investing in Westwood Mutual Fund
If you are still planning to invest in Westwood Opportunistic 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 Opportunistic's history and understand the potential risks before investing.
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