Westwood Smallcap Value Fund Manager Performance Evaluation
| WHGSX Fund | USD 21.12 0.23 1.10% |
The entity maintains a market beta of 1.0, which attests to possible diversification benefits within a given portfolio. Westwood Smallcap returns are very sensitive to returns on the market. As the market goes up or down, Westwood Smallcap is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Smallcap Value are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Westwood Smallcap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2021 | |
| Expense Ratio | 0.9000 |
Westwood |
Westwood Smallcap Relative Risk vs. Return Landscape
If you would invest 1,732 in Westwood Smallcap Value on November 17, 2025 and sell it today you would earn a total of 380.00 from holding Westwood Smallcap Value or generate 21.94% return on investment over 90 days. Westwood Smallcap Value is currently producing 0.3269% returns and takes up 1.1557% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Westwood, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Smallcap Current Valuation
Undervalued
Today
Please note that Westwood Smallcap's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Westwood Smallcap Value maintains a prevalent Real Value of $22.45 per share. The last-minute price of the fund is $21.12. We determine the value of Westwood Smallcap Value from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Westwood Smallcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Smallcap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.12 | Real 22.45 | Hype 21.12 |
The intrinsic value of Westwood Smallcap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Westwood Smallcap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Westwood Smallcap Value helps investors to forecast how Westwood mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Westwood Smallcap more accurately as focusing exclusively on Westwood Smallcap's fundamentals will not take into account other important factors: Westwood Smallcap Target Price Odds to finish over Current Price
The tendency of Westwood Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.12 | 90 days | 21.12 | about 6.97 |
Based on a normal probability distribution, the odds of Westwood Smallcap to move above the current price in 90 days from now is about 6.97 (This Westwood Smallcap Value probability density function shows the probability of Westwood Mutual Fund to fall within a particular range of prices over 90 days) .
Westwood Smallcap Price Density |
| Price |
Predictive Modules for Westwood Smallcap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Westwood Smallcap Value. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Westwood Smallcap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Westwood Smallcap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Westwood Smallcap is not an exception. The market had few large corrections towards the Westwood Smallcap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Westwood Smallcap Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Westwood Smallcap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 1.00 | |
σ | Overall volatility | 1.15 | |
Ir | Information ratio | 0.15 |
Westwood Smallcap Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Westwood Smallcap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Westwood Smallcap Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 98.82% of its net assets in stocks |
Westwood Smallcap Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Smallcap, and Westwood Smallcap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Westwood Mutual Fund performance.
| Price To Earning | 19.50 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 554.53 M | ||||
About Westwood Smallcap Performance
Evaluating Westwood Smallcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westwood Smallcap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Westwood Smallcap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.Things to note about Westwood Smallcap Value performance evaluation
Checking the ongoing alerts about Westwood Smallcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Smallcap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 98.82% of its net assets in stocks |
- Analyzing Westwood Smallcap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Westwood Smallcap's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Smallcap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Westwood Smallcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Smallcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Smallcap's mutual fund. These opinions can provide insight into Westwood Smallcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westwood Mutual Fund
Westwood Smallcap financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Smallcap security.
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