Westwood Quality Equity Positions Weight vs. Net Asset
| WWSMX Fund | USD 17.44 0.03 0.17% |
For Westwood Quality profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westwood Quality to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westwood Quality Smidcap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westwood Quality's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westwood Quality Smidcap over time as well as its relative position and ranking within its peers.
Westwood |
Westwood Quality Smidcap Net Asset vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Quality's current stock value. Our valuation model uses many indicators to compare Westwood Quality value to that of its competitors to determine the firm's financial worth. Westwood Quality Smidcap is presently regarded as number one fund in equity positions weight among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 3,254,341 of Net Asset per Equity Positions 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 Quality's earnings, one of the primary drivers of an investment's value.Westwood Net Asset vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Westwood Quality |
| = | 99.51 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 Quality |
| = | 323.84 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 Quality is currently under evaluation in net asset among similar funds.
Westwood Quality Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westwood Quality, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westwood Quality will eventually generate negative long term returns. The profitability progress is the general direction of Westwood Quality's change in net profit over the period of time. It can combine multiple indicators of Westwood Quality, 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships .
Westwood Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westwood Quality. 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 Quality 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 Quality's important profitability drivers and their relationship over time.
Use Westwood Quality 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 Westwood Quality 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 Westwood Quality will appreciate offsetting losses from the drop in the long position's value.Westwood Quality Pair Trading
Westwood Quality Smidcap Pair Trading Analysis
The ability to find closely correlated positions to Westwood Quality could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Westwood Quality 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 Westwood Quality - 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 Westwood Quality Smidcap to buy it.
The correlation of Westwood Quality 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 Westwood Quality moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Westwood Quality Smidcap 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 Westwood Quality 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 Westwood Quality position
In addition to having Westwood Quality 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 Cannabis Thematic Idea Now
Cannabis
Equities that are involved in production and delivery of legal cannabis. This theme is designed for investors that are willing to accept higher levels of market risk inherited by cannabis production and distribution globally. The Cannabis theme has 30 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 Cannabis Theme or any other thematic opportunities.
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Other Information on Investing in Westwood Mutual Fund
To fully project Westwood Quality's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Westwood Quality Smidcap 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 Quality's income statement, its balance sheet, and the statement of cash flows.
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