Wesmark Tactical Financial Statements From 2010 to 2024
| WMKTX Fund | USD 11.88 0.04 0.34% |
Check Wesmark Tactical financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wesmark Tactical's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wesmark financial statements analysis is a perfect complement when working with Wesmark Tactical Valuation or Volatility modules.
Wesmark |
Wesmark Tactical Opportunity Mutual Fund Net Asset Analysis
Wesmark Tactical'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 Wesmark Tactical Net Asset | 42.2 M |
Most of Wesmark Tactical'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, Wesmark Tactical Opportunity 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, Wesmark Tactical Opportunity has a Net Asset of 42.2 M. This is much higher than that of the WesMark family and significantly higher than that of the Tactical Allocation category. The net asset for all United States funds is notably lower than that of the firm.
Wesmark Tactical Opp Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wesmark Tactical's current stock value. Our valuation model uses many indicators to compare Wesmark Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wesmark Tactical competition to find correlations between indicators driving Wesmark Tactical's intrinsic value. More Info.Wesmark Tactical Opportunity 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 793.27 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 Wesmark Tactical's earnings, one of the primary drivers of an investment's value.About Wesmark Tactical Financial Statements
Wesmark Tactical investors use historical fundamental indicators, such as Wesmark Tactical'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 Wesmark Tactical. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by utilizing a tactical allocation strategy. It primarily invests in a mix of equity and fixed income securities and may also invest in commodity related investments. With respect to its investment in equity securities, the fund may invest in large cap stocks, small- and mid-cap stocks and international equity securities . With respect to its investment in fixed income securities, the fund may invest in domestic or foreign securities, corporate or sovereign, and of any quality or duration.
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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 Wesmark Mutual Fund
Wesmark Tactical financial ratios help investors to determine whether Wesmark 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 Wesmark with respect to the benefits of owning Wesmark Tactical security.
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