Westcore Micro Cap Opportunity Financials

We strongly advise to harness Westcore Micro Cap fundamental analysis to find out if markets are presently mispricing the fund. Specifically this technique allows you to validate available financial indicators of Westcore Micro Cap as well as the relationship between them. We were able to collect and analyze data for fourteen available indicators for Westcore Micro Cap, which can be compared to its rivals.
  
Please note that past performance is not an indicator of the future performance of Westcore Micro-cap, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Westcore Micro-cap Fund Summary

Westcore Micro-cap competes with The Hartford, Aqr Diversified, Calvert Conservative, Delaware Limited-term, and Fidelity Advisor. The investment seeks to achieve long-term capital appreciation. Segall Bryant is traded on NAS Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressCO Alps Fund
Mutual Fund FamilySegall Bryant & Hamill
Mutual Fund CategorySmall Blend
BenchmarkNYSE Composite
Phone800 392 2673
CurrencyUSD - US Dollar
You should never invest in Westcore Micro Cap Opportunity without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Westcore Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Westcore Micro-cap's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.

Westcore Micro-cap Key Financial Ratios

Generally speaking, Westcore Micro-cap's financial ratios allow both analysts and investors to convert raw data from Westcore Micro-cap's financial statements into concise, actionable information that can be used to evaluate the performance of Westcore Micro-cap over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Westcore Micro Cap reports annually and quarterly.

Westcore Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Westcore Micro-cap's current stock value. Our valuation model uses many indicators to compare Westcore Micro-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Micro-cap competition to find correlations between indicators driving Westcore Micro-cap's intrinsic value. More Info.
Westcore Micro Cap Opportunity is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about  0.10  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westcore Micro Cap Opportunity is roughly  10.46 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Westcore Micro-cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Westcore Micro-cap's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Westcore Micro-cap's earnings, one of the primary drivers of an investment's value.
Westcore Micro Cap Opportunity is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 11.2 Billion. Westcore Micro-cap adds roughly 1.17 Million in net asset claiming only tiny portion of funds listed under Small Blend category.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.

Other Consideration for investing in Westcore Mutual Fund

If you are still planning to invest in Westcore Micro Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Westcore Micro-cap's history and understand the potential risks before investing.
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