Wellington Shields All Cap Fund Manager Performance Evaluation
| WSACX Fund | USD 33.81 0.03 0.09% |
The entity maintains a market beta of 0.88, which attests to possible diversification benefits within a given portfolio. Wellington Shields returns are very sensitive to returns on the market. As the market goes up or down, Wellington Shields is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wellington Shields All Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Wellington Shields is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Rachel Reeves budget havoc triggered 3bn funds sell-off - The Times | 12/04/2025 |
2 | Form N-CSR CAPITAL MANAGEMENT INVES For Nov 30 - StreetInsider | 01/29/2026 |
Wellington |
Wellington Shields Relative Risk vs. Return Landscape
If you would invest 3,209 in Wellington Shields All Cap on November 24, 2025 and sell it today you would earn a total of 172.00 from holding Wellington Shields All Cap or generate 5.36% return on investment over 90 days. Wellington Shields All Cap is currently producing 0.0902% returns and takes up 0.9673% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Wellington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wellington Shields Current Valuation
Fairly Valued
Today
Please note that Wellington Shields' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wellington Shields All maintains a prevalent Real Value of $33.7 per share. The last-minute price of the fund is $33.81. We determine the value of Wellington Shields All 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 Wellington Shields is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wellington Mutual Fund. However, Wellington Shields' 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 33.81 | Real 33.7 | Hype 33.78 | Naive 34.48 |
The intrinsic value of Wellington Shields' 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 Wellington Shields' 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 Wellington Shields All Cap helps investors to forecast how Wellington 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 Wellington Shields more accurately as focusing exclusively on Wellington Shields' fundamentals will not take into account other important factors: Wellington Shields Target Price Odds to finish over Current Price
The tendency of Wellington 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 |
| 33.81 | 90 days | 33.81 | about 27.17 |
Based on a normal probability distribution, the odds of Wellington Shields to move above the current price in 90 days from now is about 27.17 (This Wellington Shields All Cap probability density function shows the probability of Wellington Mutual Fund to fall within a particular range of prices over 90 days) .
Wellington Shields Price Density |
| Price |
Predictive Modules for Wellington Shields
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wellington Shields All. 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 Wellington Shields' 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.
Wellington Shields Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wellington Shields is not an exception. The market had few large corrections towards the Wellington Shields' 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 Wellington Shields All Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wellington Shields within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.88 | |
σ | Overall volatility | 0.79 | |
Ir | Information ratio | -0.006 |
Wellington Shields 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 Wellington Shields for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wellington Shields All can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Form N-CSR CAPITAL MANAGEMENT INVES For Nov 30 - StreetInsider | |
| The fund keeps 97.95% of its net assets in stocks |
Wellington Shields Fundamentals Growth
Wellington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wellington Shields, and Wellington Shields 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 Wellington Mutual Fund performance.
| Total Asset | 61.62 M | ||||
About Wellington Shields Performance
Evaluating Wellington Shields' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wellington Shields 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 Wellington Shields 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 primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80 percent of its total assets in equity securities. The fund may hold up to 20 percent of its net assets in derivative instruments and short positions at any time.Things to note about Wellington Shields All performance evaluation
Checking the ongoing alerts about Wellington Shields for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wellington Shields All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Form N-CSR CAPITAL MANAGEMENT INVES For Nov 30 - StreetInsider | |
| The fund keeps 97.95% of its net assets in stocks |
- Analyzing Wellington Shields' 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 Wellington Shields' stock is overvalued or undervalued compared to its peers.
- Examining Wellington Shields' 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 Wellington Shields' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wellington Shields' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wellington Shields' mutual fund. These opinions can provide insight into Wellington Shields' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wellington Mutual Fund
Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.
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