Westcore Municipal Opportunities Fund Analysis
| WITAX Fund | USD 9.65 0.02 0.21% |
Westcore Municipal Opportunities is fairly valued with Real Value of 9.66 and Hype Value of 9.65. The main objective of Westcore Municipal fund analysis is to determine its intrinsic value, which is an estimate of what Westcore Municipal Opportunities is worth, separate from its market price. There are two main types of Westcore Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Westcore Municipal Opportunities. On the other hand, technical analysis, focuses on the price and volume data of Westcore Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Westcore Municipal mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Westcore |
Westcore Mutual Fund Analysis Notes
The fund keeps about 5.58% of net assets in cash. Westcore Municipal last dividend was 0.03 per share. Large For more information please call the company at 800-392-2673.Westcore Municipal Investment Alerts
| Westcore Municipal generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Westcore Municipal keeps about 5.58% of its net assets in cash |
Westcore Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Westcore Municipal's market, we take the total number of its shares issued and multiply it by Westcore Municipal's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Technical Drivers
As of the 24th of November, Westcore Municipal maintains the Downside Deviation of 0.2582, mean deviation of 0.1002, and Market Risk Adjusted Performance of (0.26). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Westcore Municipal Opportunities, as well as the relationship between them.Westcore Municipal Price Movement Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Westcore Municipal middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Westcore Municipal. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Westcore Municipal Predictive Daily Indicators
Westcore Municipal intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Westcore Municipal mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.65 | |||
| Day Typical Price | 9.65 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 49.1 |
Westcore Municipal Forecast Models
Westcore Municipal's time-series forecasting models are one of many Westcore Municipal's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Westcore Municipal's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Westcore Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Westcore Municipal prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Westcore shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Westcore Municipal. By using and applying Westcore Mutual Fund analysis, traders can create a robust methodology for identifying Westcore entry and exit points for their positions.
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in municipal bonds. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the four highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moodys or Standard Poors. The fund may invest up to thirty percent of its total assets at the time of purchase in municipal bonds rated below investment grade .
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Westcore Municipal to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Portfolio Holdings Now
Portfolio HoldingsCheck your current holdings and cash postion to detemine if your portfolio needs rebalancing |
| All Next | Launch Module |
Other Information on Investing in Westcore Mutual Fund
Westcore Municipal 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 Municipal security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |