Westcore Small Cap Growth Fund Manager Performance Evaluation
| WTSGX Fund | USD 23.08 0.12 0.52% |
The entity maintains a market beta of 1.4, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Westcore Small-cap will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Westcore Small Cap Growth are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Westcore Small-cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0400 |
Westcore |
Westcore Small-cap Relative Risk vs. Return Landscape
If you would invest 1,972 in Westcore Small Cap Growth on September 1, 2024 and sell it today you would earn a total of 336.00 from holding Westcore Small Cap Growth or generate 17.04% return on investment over 90 days. Westcore Small Cap Growth is currently producing 0.2527% returns and takes up 1.1575% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Westcore, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westcore Small-cap Current Valuation
Fairly Valued
Today
Please note that Westcore Small-cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westcore Small Cap maintains a prevalent Real Value of $23.38 per share. The last-minute price of the fund is $23.08. We determine the value of Westcore Small Cap 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 Westcore Small-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westcore Mutual Fund. However, Westcore Small-cap'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 23.08 | Real 23.38 | Hype 23.08 | Naive 23.23 |
The intrinsic value of Westcore Small-cap'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 Westcore Small-cap'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 Westcore Small Cap Growth helps investors to forecast how Westcore 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 Westcore Small-cap more accurately as focusing exclusively on Westcore Small-cap's fundamentals will not take into account other important factors: Westcore Small-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westcore Small-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westcore Small Cap Growth, and traders can use it to determine the average amount a Westcore Small-cap'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 = 0.2183
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | WTSGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Westcore Small-cap is performing at about 17% of its full potential. 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 Westcore Small-cap by adding it to a well-diversified portfolio.
Westcore Small-cap Fundamentals Growth
Westcore Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westcore Small-cap, and Westcore Small-cap 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 Westcore Mutual Fund performance.
| Price To Earning | 33.47 X | ||||
| Price To Book | 3.68 X | ||||
| Price To Sales | 2.58 X | ||||
| Total Asset | 39.74 M | ||||
About Westcore Small-cap Performance
Evaluating Westcore Small-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Westcore Small-cap 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 Westcore Small-cap 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 funds adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings andor cash flows. It will invest at least 80 percent of its net assets in small-capitalization companies. The adviser currently considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Growth Index, at the time of purchase.Things to note about Westcore Small Cap performance evaluation
Checking the ongoing alerts about Westcore Small-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westcore Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Westcore Small Cap keeps 95.91% of its net assets in stocks |
- Analyzing Westcore Small-cap'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 Westcore Small-cap's stock is overvalued or undervalued compared to its peers.
- Examining Westcore Small-cap'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 Westcore Small-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westcore Small-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westcore Small-cap's mutual fund. These opinions can provide insight into Westcore Small-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Westcore Mutual Fund
Westcore Small-cap financial ratios help investors to determine whether Westcore 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 Westcore with respect to the benefits of owning Westcore Small-cap security.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| CEOs Directory Screen CEOs from public companies around the world |