Westwood Alternative Cash Position Weight vs. Net Asset
| WMNAX Fund | USD 9.71 0.00 0.00% |
For Westwood Alternative profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westwood Alternative to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westwood Alternative Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westwood Alternative's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westwood Alternative Income over time as well as its relative position and ranking within its peers.
Westwood |
Westwood Alternative Net Asset vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Alternative's current stock value. Our valuation model uses many indicators to compare Westwood Alternative value to that of its competitors to determine the firm's financial worth. Westwood Alternative Income is rated third in cash position weight among similar funds. It is rated second in net asset among similar funds making up about 9,295,835 of Net Asset per Cash Position Weight. 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 Westwood Alternative's earnings, one of the primary drivers of an investment's value.Westwood Net Asset vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Westwood Alternative |
| = | 13.13 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Westwood Alternative |
| = | 122.05 M |
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.
Westwood Net Asset Comparison
Westwood Alternative is presently regarded as number one fund in net asset among similar funds.
Westwood Alternative Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westwood Alternative, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westwood Alternative will eventually generate negative long term returns. The profitability progress is the general direction of Westwood Alternative's change in net profit over the period of time. It can combine multiple indicators of Westwood Alternative, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.
Westwood Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westwood Alternative. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Westwood Alternative position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Westwood Alternative's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Westwood Alternative without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
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Use Investing Themes to Complement your Westwood Alternative position
In addition to having Westwood Alternative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Rentals Thematic Idea Now
Rentals
Companies providing rental and leasing services to public and business. The Rentals theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Rentals Theme or any other thematic opportunities.
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Other Information on Investing in Westwood Mutual Fund
To fully project Westwood Alternative's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Westwood Alternative at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Westwood Alternative's income statement, its balance sheet, and the statement of cash flows.
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