Westwood Low Volatility Fund Quote
| WLVIX Fund | USD 6.64 0.01 0.15% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Westwood Low is trading at 6.64 as of the 19th of April 2024; that is -0.15% down since the beginning of the trading day. The fund's open price was 6.65. Westwood Low has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Westwood Low Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 60 percent of its net assets in securities of U.S. More on Westwood Low Volatility
Moving together with Westwood Mutual Fund
| 0.9 | WSDAX | Westwood Short Duration | PairCorr |
| 1.0 | WTOCX | Westwood Total Return | PairCorr |
| 0.84 | WWACX | Westwood Alternative | PairCorr |
| 0.94 | WWHCX | Westwood High Me | PairCorr |
| 0.98 | WWICX | Westwood Me Opportunity | PairCorr |
| 0.99 | WWIAX | Westwood Me Opportunity | PairCorr |
| 0.96 | WWLCX | Westwood Quality Value | PairCorr |
Westwood Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Westwood Low's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Westwood Low or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Westwood Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Westwood (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2021 |
| Fiscal Year End | October |
Westwood Low Volatility [WLVIX] is traded in USA and was established 19th of April 2024. Westwood Low is listed under Westwood category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Westwood family. This fund at this time has accumulated 139.59 M in net assets with minimum initial investment of 100 K. Westwood Low Volatility is currently producing year-to-date (YTD) return of 0.79% with the current yeild of 0.03%, while the total return for the last 3 years was 1.86%.
Check Westwood Low Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westwood Low Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Westwood Low Volatility Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology |
| HD | Home Depot | Stock | Consumer Discretionary |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
| FDX | FedEx | Stock | Industrials |
| JPM | JPMorgan Chase Co | Stock | Financials |
| CVX | Chevron Corp | Stock | Energy |
| ABT | Abbott Laboratories | Stock | Health Care |
Westwood Low Target Price Odds Analysis
Based on a normal probability distribution, the odds of Westwood Low jumping above the current price in 90 days from now is about 79.49%. The Westwood Low Volatility probability density function shows the probability of Westwood Low mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Westwood Low has a beta of 0.6566. This entails as returns on the market go up, Westwood Low average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Westwood Low Volatility will be expected to be much smaller as well. Additionally, westwood Low Volatility has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Westwood Low to move above the current price in 90 days from now is about 79.49 (This Westwood Low Volatility probability density function shows the probability of Westwood Mutual Fund to fall within a particular range of prices over 90 days) .
Westwood Low Volatility Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Westwood Low market risk premium is the additional return an investor will receive from holding Westwood Low long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Westwood Low. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Westwood Low's alpha and beta are two of the key measurements used to evaluate Westwood Low's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3482 | |||
| Semi Deviation | 0.4464 | |||
| Standard Deviation | 0.4459 | |||
| Variance | 0.1988 |
Westwood Low Against Markets
Picking the right benchmark for Westwood Low mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Westwood Low mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Westwood Low is critical whether you are bullish or bearish towards Westwood Low Volatility at a given time. Please also check how Westwood Low's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Westwood Low 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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How to buy Westwood Mutual Fund?
Before investing in Westwood Low, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Westwood Low. To buy Westwood Low fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Westwood Low. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Westwood Low fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Westwood Low Volatility fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Westwood Low Volatility fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Westwood Low Volatility, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Westwood Low Volatility?
The danger of trading Westwood Low Volatility is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Westwood Low is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Westwood Low. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Westwood Low Volatility is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Low Volatility. 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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.