Westwood Largecap Value Fund Manager Performance Evaluation
| WWLAX Fund | USD 13.83 0.02 0.14% |
The entity maintains a market beta of 0.83, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Largecap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Largecap is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Largecap Value are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Westwood Largecap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Student Association verifies election results and reviews numerous resolutions - The Racquet | 04/18/2024 |
| Expense Ratio | 0.8000 |
Westwood |
Westwood Largecap Relative Risk vs. Return Landscape
If you would invest 1,337 in Westwood Largecap Value on January 30, 2024 and sell it today you would earn a total of 46.00 from holding Westwood Largecap Value or generate 3.44% return on investment over 90 days. Westwood Largecap Value is currently producing 0.0553% returns and takes up 0.5598% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Westwood, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Westwood Largecap Current Valuation
Fairly Valued
Today
Please note that Westwood Largecap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Westwood Largecap Value maintains a prevalent Real Value of $13.79 per share. The last-minute price of the fund is $13.83. We determine the value of Westwood Largecap Value from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Our valuation method for Westwood Largecap Value is useful when determining the fair value of the Westwood mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Westwood Largecap. Since Westwood Largecap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Mutual Fund. However, Westwood Largecap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.83 | Real 13.79 | Hype 13.83 | Naive 14.05 |
The real value of Westwood Mutual Fund, also known as its intrinsic value, is the underlying worth of Westwood Largecap Value Mutual Fund, which is reflected in its stock price. It is based on Westwood Largecap's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Westwood Largecap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Westwood Largecap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Westwood Largecap Value helps investors to forecast how Westwood mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Westwood Largecap more accurately as focusing exclusively on Westwood Largecap's fundamentals will not take into account other important factors: Westwood Largecap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Largecap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Westwood Largecap Value, and traders can use it to determine the average amount a Westwood Largecap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0987
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| Cash | WWLAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Westwood Largecap is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Westwood Largecap by adding it to a well-diversified portfolio.
Westwood Largecap Fundamentals Growth
Westwood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Westwood Largecap, and Westwood Largecap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Westwood Mutual Fund performance.
| Price To Earning | 19.26 X | |||
| Price To Book | 2.63 X | |||
| Price To Sales | 1.88 X | |||
| Total Asset | 258.86 M | |||
About Westwood Largecap Performance
To evaluate Westwood Largecap Value Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Westwood Largecap generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Westwood Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Westwood Largecap Value market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Westwood's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts . The fund invests in approximately 40-60 securities that are well diversified among market sectors.Things to note about Westwood Largecap Value performance evaluation
Checking the ongoing alerts about Westwood Largecap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Westwood Largecap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Student Association verifies election results and reviews numerous resolutions - The Racquet | |
| The fund keeps 97.42% of its net assets in stocks |
- Analyzing Westwood Largecap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Westwood Largecap's stock is overvalued or undervalued compared to its peers.
- Examining Westwood Largecap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Westwood Largecap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Largecap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Westwood Largecap's mutual fund. These opinions can provide insight into Westwood Largecap's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Largecap Value. 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 nation. Note that the Westwood Largecap Value information on this page should be used as a complementary analysis to other Westwood Largecap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.