Walthausen Small Net Asset vs. Equity Positions Weight
| WSCVX Fund | USD 17.43 0.06 0.34% |
For Walthausen Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Walthausen Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Walthausen Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Walthausen Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Walthausen Small Cap over time as well as its relative position and ranking within its peers.
Walthausen |
Walthausen Small Cap Equity Positions Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Walthausen Small's current stock value. Our valuation model uses many indicators to compare Walthausen Small value to that of its competitors to determine the firm's financial worth. Walthausen Small Cap is presently regarded as number one fund in net asset among similar funds. It also is presently regarded as number one fund in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for Walthausen Small Cap is about 422,095 . 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 Walthausen Small's earnings, one of the primary drivers of an investment's value.Walthausen Equity Positions Weight vs. Net Asset
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.
Walthausen Small |
| = | 41.34 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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Walthausen Small |
| = | 97.94 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Walthausen Equity Positions Weight Comparison
Walthausen Small is currently under evaluation in equity positions weight among similar funds.
Walthausen Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Walthausen Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Walthausen Small will eventually generate negative long term returns. The profitability progress is the general direction of Walthausen Small's change in net profit over the period of time. It can combine multiple indicators of Walthausen Small, 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 invests primarily in common stocks of small capitalization U.S. companies that the adviser believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of 2.5 billion or less at the time of purchase. Under normal circumstances, it will invest at least 80 percent of its net assets plus any borrowing for investment purposes in common stocks of small capitalization companies.
Walthausen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Walthausen Small. 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 Walthausen Small 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 Walthausen Small's important profitability drivers and their relationship over time.
Use Walthausen Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Walthausen Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Walthausen Small will appreciate offsetting losses from the drop in the long position's value.Walthausen Small Pair Trading
Walthausen Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Walthausen Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Walthausen Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Walthausen Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Walthausen Small Cap to buy it.
The correlation of Walthausen Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Walthausen Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Walthausen Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Walthausen Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Walthausen Small position
In addition to having Walthausen Small 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 Software Thematic Idea Now
Software
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 42 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 Software Theme or any other thematic opportunities.
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Other Information on Investing in Walthausen Mutual Fund
To fully project Walthausen Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Walthausen Small Cap 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 Walthausen Small's income statement, its balance sheet, and the statement of cash flows.
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