Westwood Smallcap Growth Manager Performance
| WSCIXDelisted Fund | USD 8.06 0.00 0.00% |
The entity maintains a market beta of -0.44, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Westwood Smallcap are expected to decrease at a much lower rate. During the bear market, Westwood Smallcap is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Westwood Smallcap Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Westwood Smallcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week High | 10.35 | |
| Annual Report Expense Ratio | 0.86% |
Westwood |
Westwood Smallcap Relative Risk vs. Return Landscape
If you would invest (100.00) in Westwood Smallcap Growth on September 2, 2024 and sell it today you would earn a total of 100.00 from holding Westwood Smallcap Growth or generate -100.0% return on investment over 90 days. Westwood Smallcap Growth is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Smallcap Current Valuation
Overvalued
Today
Please note that Westwood Smallcap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Westwood Smallcap Growth maintains a prevalent Real Value of $7.52 per share. The last-minute price of the fund is $8.06. We determine the value of Westwood Smallcap Growth 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 8.06 | Real 7.52 | Hype 8.06 | Naive 8.18 |
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 Growth 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Smallcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Smallcap Growth, and traders can use it to determine the average amount a Westwood Smallcap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Westwood Smallcap is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Westwood Smallcap by adding Westwood Smallcap to a well-diversified portfolio.
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.
| Total Asset | 38.55 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 convertible securities. Westwood Smallcap is traded on NASDAQ Exchange in the United States.Things to note about Westwood Smallcap Growth 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 Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westwood Smallcap is not yet fully synchronised with the market data | |
| Westwood Smallcap has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Fidelity Real Estate Income Fund Q3 2024 Review - Seeking Alpha | |
| The fund keeps most of the net assets in exotic instruments. |
- 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.
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 gross domestic product. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Other Consideration for investing in Westwood Mutual Fund
If you are still planning to invest in Westwood Smallcap Growth 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 Westwood Smallcap's history and understand the potential risks before investing.
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