Westcore Municipal Financial Statements From 2010 to 2024
| WITAX Fund | USD 9.73 0.02 0.21% |
Check Westcore Municipal financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westcore Municipal's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westcore financial statements analysis is a perfect complement when working with Westcore Municipal Valuation or Volatility modules.
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Westcore Municipal Opportunities Mutual Fund Net Asset Analysis
Westcore Municipal's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Westcore Municipal Net Asset | 197.68 M |
Most of Westcore Municipal's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westcore Municipal Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Westcore Municipal Opportunities has a Net Asset of 197.68 M. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the Muni National Interm category. The net asset for all United States funds is notably lower than that of the firm.
Westcore Municipal Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Municipal's current stock value. Our valuation model uses many indicators to compare Westcore Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Municipal competition to find correlations between indicators driving Westcore Municipal's intrinsic value. More Info.Westcore Municipal Opportunities is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 1,195 of Year To Date Return per Annual Yield. 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 Municipal's earnings, one of the primary drivers of an investment's value.About Westcore Municipal Financial Statements
Westcore Municipal investors use historical fundamental indicators, such as Westcore Municipal's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Westcore Municipal. Please read more on our technical analysis and fundamental analysis pages.
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 .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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