Wilshire Income Opport Fund Fundamentals
| WIORX Fund | USD 9.05 0.02 0.22% |
Wilshire Income Opport fundamentals help investors to digest information that contributes to Wilshire Income's financial success or failures. It also enables traders to predict the movement of Wilshire Mutual Fund. The fundamental analysis module provides a way to measure Wilshire Income'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 Wilshire Income mutual fund.
Wilshire |
Wilshire Income Opport Mutual Fund Net Asset Analysis
Wilshire Income's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Wilshire Income Net Asset | 199.33 M |
Most of Wilshire Income's fundamental indicators, such as Net Asset, 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, Wilshire Income Opport is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Wilshire Income Opport has a Net Asset of 199.33 M. This is much higher than that of the Wilshire Mutual Funds family and significantly higher than that of the Multisector Bond category. The net asset for all United States funds is notably lower than that of the firm.
Wilshire Income Opport Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilshire Income's current stock value. Our valuation model uses many indicators to compare Wilshire Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilshire Income competition to find correlations between indicators driving Wilshire Income's intrinsic value. More Info.Wilshire Income Opport is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 198.25 of Year To Date Return per Annual Yield. 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 Wilshire Income's earnings, one of the primary drivers of an investment's value.Wilshire Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wilshire Income's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wilshire Income could also be used in its relative valuation, which is a method of valuing Wilshire Income by comparing valuation metrics of similar companies.Wilshire Income is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Wilshire Income
.Asset allocation divides Wilshire Income'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.
Wilshire Fundamentals
| Total Asset | 240 K | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.47 % | ||||
| One Year Return | 7.95 % | ||||
| Three Year Return | (0.64) % | ||||
| Five Year Return | 0.49 % | ||||
| Net Asset | 199.33 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 27.87 % | ||||
| Equity Positions Weight | 1.33 % | ||||
| Bond Positions Weight | 62.34 % |
About Wilshire Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilshire Income Opport's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilshire Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilshire Income Opport 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.Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80 percent of its total assets in a portfolio of income producing securities of varying maturities across a variety of fixed income securities. Derivative investments that provide exposure to debt securities or have similar economic characteristics to the income securities in which the Portfolio invests may be used to satisfy the income funds 80 percent policy.
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.Other Information on Investing in Wilshire Mutual Fund
Wilshire Income financial ratios help investors to determine whether Wilshire 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 Wilshire with respect to the benefits of owning Wilshire Income security.
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