Westcore Mid Cap Value Fund Fundamentals
Westcore Mid Cap Value fundamentals help investors to digest information that contributes to Westcore Mid-cap'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 Mid-cap'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 Mid-cap mutual fund.
Westcore |
Westcore Mid Cap Value Mutual Fund Minimum Initial Investment Analysis
Westcore Mid-cap'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.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Westcore Mid-cap Minimum Initial Investment | 250 K |
Most of Westcore Mid-cap'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, Westcore Mid Cap Value 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, Westcore Mid Cap Value has a Minimum Initial Investment of 250 K. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the Mid-Cap Value category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Westcore Mid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Mid-cap's current stock value. Our valuation model uses many indicators to compare Westcore Mid-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Mid-cap competition to find correlations between indicators driving Westcore Mid-cap's intrinsic value. More Info.Westcore Mid Cap Value is presently regarded as number one fund in one year return among similar funds. It also is presently regarded as number one fund in three year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westcore Mid-cap's earnings, one of the primary drivers of an investment's value.Westcore Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westcore Mid-cap's direct or indirect competition against its Minimum Initial Investment 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 Mid-cap could also be used in its relative valuation, which is a method of valuing Westcore Mid-cap by comparing valuation metrics of similar companies.Westcore Mid is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Westcore Mid-cap
The fund consists of 96.19% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Westcore Mid-cap'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 | 27.29 M | |||
| One Year Return | (10.22) % | |||
| Three Year Return | (2.47) % | |||
| Five Year Return | 1.42 % | |||
| Ten Year Return | 7.97 % | |||
| Net Asset | 27.29 M | |||
| Minimum Initial Investment | 250 K | |||
| Last Dividend Paid | 0.43 | |||
| Cash Position Weight | 3.81 % | |||
| Equity Positions Weight | 96.19 % |
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 main economic indicators. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Other Consideration for investing in Westcore Mutual Fund
If you are still planning to invest in Westcore Mid Cap 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 Mid-cap's history and understand the potential risks before investing.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |