Westwood Opportunistic High Fund Three Year Return
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 Three Year Return Analysis
Westwood Opportunistic's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westwood Opportunistic Three Year Return | 5.46 % |
Most of Westwood Opportunistic's fundamental indicators, such as Three Year Return, 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.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Westwood Opportunistic High has a Three Year Return of 5.46%. This is much higher than that of the Westwood family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.
Westwood Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westwood Opportunistic's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Westwood Opportunistic could also be used in its relative valuation, which is a method of valuing Westwood Opportunistic by comparing valuation metrics of similar companies.Westwood Opportunistic is currently under evaluation in three year return among similar funds.
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 % |
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.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 employment. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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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