Westwood Quality Financial Statements From 2010 to 2024
| WWSYX Fund | USD 23.54 0.10 0.43% |
Check Westwood Quality financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Quality's main balance sheet or income statement drivers, such as , as well as many indicators such as . Westwood financial statements analysis is a perfect complement when working with Westwood Quality Valuation or Volatility modules.
Westwood |
Westwood Quality Smallcap Mutual Fund Net Asset Analysis
Westwood Quality'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 Westwood Quality Net Asset | 1.19 B |
Most of Westwood Quality'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, Westwood Quality Smallcap 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, Westwood Quality Smallcap has a Net Asset of 1.19 B. This is much higher than that of the Westwood family and significantly higher than that of the Small Blend category. The net asset for all United States funds is notably lower than that of the firm.
Westwood Quality Smallcap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Quality's current stock value. Our valuation model uses many indicators to compare Westwood Quality value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Quality competition to find correlations between indicators driving Westwood Quality's intrinsic value. More Info.Westwood Quality Smallcap is rated third in annual yield among similar funds. It is presently regarded as number one fund in one year return among similar funds . 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 Westwood Quality's earnings, one of the primary drivers of an investment's value.About Westwood Quality Financial Statements
Westwood Quality investors use historical fundamental indicators, such as Westwood Quality'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 Westwood Quality. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.
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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 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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