Westwood Quality Competition

WHGAX Fund

USD 23.33 0.07 0.30%

Westwood Quality Smallcap competes with Westwood Smidcap, Westwood Income, Westwood Largecap, Invesco DWA, and Diamond Hill; as well as few others. The fund is listed under Small Blend category and is part of Westwood family. Analyzing Westwood Quality competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Westwood Quality to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Westwood Quality Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Westwood Quality competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
22.05	23.33	24.61

Details

Intrinsic

Valuation

Low	Real	High
21.77	23.05	24.33

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Westwood Quality. Your research has to be compared to or analyzed against Westwood Quality's peers to derive any actionable benefits. When done correctly, Westwood Quality's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Westwood Quality Smallcap.

Westwood Quality Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Westwood Quality and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Westwood and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Westwood Quality Smallcap does not affect the price movement of the other competitor.

	WHGMX	WHGIX	WHGLX	PTH	DHLRX
WHGMX		0.92	0.95	0.12	0.97	WHGMX
WHGIX	0.92		0.91	0.12	0.87	WHGIX
WHGLX	0.95	0.91		0.12	0.97	WHGLX
PTH	0.12	0.12	0.12		0.16	PTH
DHLRX	0.97	0.87	0.97	0.16		DHLRX
	WHGMX	WHGIX	WHGLX	PTH	DHLRX

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Risk-Adjusted Indicators

There is a big difference between Westwood Mutual Fund performing well and Westwood Quality Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Westwood Quality's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
WHGMX	0.73	(0.02)	0.01	0.11	0.66	(0.87)	1.73	(1.48)	6.03
WHGIX	0.28	0.01	(0.19)	0.15	0.18	(0.34)	0.66	(0.65)	1.56
WHGLX	0.55	(0.03)	(0.09)	0.09	0.43	(0.65)	1.13	(0.95)	4.04
PTH	1.14	(0.20)	0.00	(0.05)	0.00	0.00	2.11	(2.39)	6.27
DHLRX	0.54	(0.03)	(0.09)	0.09	0.49	(0.56)	1.07	(0.93)	3.24

Unable to evaluate fundamental data of [WHGMX, WHGIX, WHGLX, PTH, DHLRX] at this time. Please try again later

All Fundamental Data

Westwood Quality Competitive Analysis

The better you understand Westwood Quality competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Westwood Quality's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Westwood Quality's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	WHGAX	WHGMX	WHGIX	WHGLX	PTH	DHLRX
	0.30 23.33 Westwood	0.17 17.44 Westwood	0.40 12.50 Westwood	0.06 15.42 Westwood	0.15 45.20 Invesco	0.24 38.03 Diamond
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Good	Solid	OK	Very Weak	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Buy	Strong Buy
Net Asset	320.79 M	325.67 M	869.54 M	194.97 M	236.2 M	6.43 B
Minimum Initial Investment	N/A	100 K	100 K	100 K	N/A	N/A
Price To Book	N/A	2.41 X	2.81 X	2.63 X	3.13 X	2.19 X
Five Year Return	9.02 %	10.97 %	5.68 %	9.30 %	8.50 %	10.50 %
One Year Return	27.43 %	30.63 %	17.53 %	22.37 %	36.00 %	27.98 %
Last Dividend Paid	0.11	N/A	0.05	N/A	N/A	N/A
Price To Earning	N/A	19.49 X	19.26 X	19.26 X	35.07 X	15.78 X
Beta	N/A	N/A	N/A	N/A	0.99	N/A
Price To Sales	N/A	1.63 X	2.55 X	1.88 X	2.58 X	1.74 X
Equity Positions Weight	100.00 %	97.23 %	44.49 %	97.48 %	99.86 %	98.81 %
Cash Position Weight	N/A	2.77 %	3.55 %	2.52 %	N/A	1.19 %
Three Year Return	6.60 %	8.09 %	2.41 %	7.08 %	(3.20) %	6.12 %
Annual Yield	0.01 %	0.01 %	0.04 %	0.02 %	N/A	0.01 %
Year To Date Return	14.14 %	20.52 %	11.16 %	16.41 %	N/A	18.46 %
Bond Positions Weight	N/A	N/A	40.10 %	N/A	N/A	N/A
Ten Year Return	9.26 %	7.95 %	7.29 %	10.41 %	9.70 %	10.81 %
Day Typical Price	23.33	17.44	12.5	15.42	45.21	38.03
Accumulation Distribution	N/A	N/A	N/A	N/A	0.0088	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	0.4	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	(0.17)	9.2 T
Period Momentum Indicator	0.07	0.03	0.05	0.01	(0.07)	0.09
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	23.33	17.44	12.5	15.42	45.21	38.03
Price Action Indicator	0.035	0.015	0.025	0.005	(0.04)	0.045
Coefficient Of Variation	1162.19	724.09	526.93	809.43	(2,765)	850.59
Mean Deviation	0.8691	0.7278	0.2842	0.5466	1.14	0.5403
Jensen Alpha	(0.08)	(0.02)	0.0092	(0.03)	(0.20)	(0.03)
Total Risk Alpha	(0.11)	(0.04)	(0)	(0.04)	(0.30)	(0.04)
Sortino Ratio	(0.02)	0.0079	(0.19)	(0.09)	N/A	(0.09)
Downside Variance	1.16	0.7742	0.1264	0.3154	N/A	0.4039
Standard Deviation	1.3	1.05	0.3628	0.6982	1.42	0.6801
Kurtosis	9.4	5.54	0.0611	3.11	(0.1)	1.19
Potential Upside	1.77	1.73	0.6612	1.13	2.11	1.07
Treynor Ratio	0.0713	0.1117	0.1511	0.0905	(0.05)	0.0905
Maximum Drawdown	8.2	6.03	1.56	4.04	6.27	3.24
Variance	1.68	1.1	0.1316	0.4874	2.0	0.4625
Market Risk Adjusted Performance	0.0813	0.1217	0.1611	0.1005	(0.04)	0.1005
Risk Adjusted Performance	0.0699	0.1083	0.134	0.0935	(0.02)	0.0886
Skewness	1.99	1.23	(0.04)	1.06	(0.45)	0.548
Semi Deviation	0.8682	0.6627	0.1849	0.4281	N/A	0.4886
Information Ratio	(0.02)	0.0066	(0.19)	(0.07)	(0.13)	(0.08)
Value At Risk	(1.52)	(1.48)	(0.65)	(0.95)	(2.39)	(0.93)
Expected Short fall	(1.00)	(0.87)	(0.34)	(0.65)	N/A	(0.56)
Downside Deviation	1.08	0.8799	0.3555	0.5616	N/A	0.6355
Semi Variance	0.7538	0.4392	0.0342	0.1833	N/A	0.2388

Westwood Quality Competition Performance Charts

Five steps to successful analysis of Westwood Quality Competition

Westwood Quality's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Westwood Quality Smallcap in relation to its competition. Westwood Quality's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Westwood Quality in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Westwood Quality's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Westwood Quality Smallcap, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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.

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Run Processed Foods Thematic Idea Now

Processed Foods

Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 46 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 Processed Foods Theme or any other thematic opportunities.

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Other Information on Investing in Westwood Mutual Fund

Westwood Quality financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Quality security.

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