Westcore Orado Tax Exempt Fund Bond Positions Weight
| WICOX Fund | USD 10.58 0.02 0.19% |
Westcore Orado Tax Exempt fundamentals help investors to digest information that contributes to Westcore Colorado's financial success or failures. It also enables traders to predict the movement of Westcore Mutual Fund. The fundamental analysis module provides a way to measure Westcore Colorado'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 Westcore Colorado mutual fund.
Westcore |
Westcore Orado Tax Exempt Mutual Fund Bond Positions Weight Analysis
Westcore Colorado's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Westcore Colorado Bond Positions Weight | 95.14 % |
Most of Westcore Colorado's fundamental indicators, such as Bond Positions Weight, 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, Westcore Orado Tax Exempt is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Westcore Orado Tax Exempt has a Bond Positions Weight of 95%. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the Muni Single State Interm category. The bond positions weight for all United States funds is notably lower than that of the firm.
Westcore Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westcore Colorado's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Westcore Colorado could also be used in its relative valuation, which is a method of valuing Westcore Colorado by comparing valuation metrics of similar companies.Westcore Orado is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Westcore Colorado
The fund consists of 95.14% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Westcore Colorado'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.
Westcore Fundamentals
| Total Asset | 272.17 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.77 % | ||||
| One Year Return | 6.02 % | ||||
| Three Year Return | (0.97) % | ||||
| Five Year Return | 0.82 % | ||||
| Ten Year Return | 3.50 % | ||||
| Net Asset | 407.41 M | ||||
| Minimum Initial Investment | 250 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 4.86 % | ||||
| Bond Positions Weight | 95.14 % |
About Westcore Colorado Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westcore Orado Tax Exempt's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westcore Colorado using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westcore Orado Tax Exempt 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.
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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 Westcore Mutual Fund
Westcore Colorado financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Colorado security.
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