Westcore International Small Cap Fund Bond Positions Weight
| WIIFXDelisted Fund | USD 17.14 0.00 0.00% |
Westcore International Small Cap fundamentals help investors to digest information that contributes to Westcore International'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 International'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 International mutual fund.
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Westcore International Small Cap Mutual Fund Bond Positions Weight Analysis
Westcore International's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Westcore International Small Cap has a Bond Positions Weight of 0.0%. This indicator is about the same for the Segall Bryant & Hamill average (which is currently at 0.0) family and about the same as Foreign Small/Mid Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Westcore International
The fund invests 51.28% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (48.72%) .Asset allocation divides Westcore International'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 | 92.45 M | |||
| One Year Return | 6.16 % | |||
| Three Year Return | 6.33 % | |||
| Five Year Return | 5.88 % | |||
| Ten Year Return | 8.46 % | |||
| Net Asset | 92.45 M | |||
| Minimum Initial Investment | 250 K | |||
| Cash Position Weight | 48.72 % | |||
| Equity Positions Weight | 51.28 % |
About Westcore International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westcore International Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westcore International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westcore International Small Cap 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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Other Consideration for investing in Westcore Mutual Fund
If you are still planning to invest in Westcore International 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 Westcore International's history and understand the potential risks before investing.
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