Westwood Largecap Value Fund Quote

WWLAX Fund  USD 13.85  0.05  0.36%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Westwood Largecap is trading at 13.85 as of the 18th of March 2024; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 13.8. Westwood Largecap has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Westwood Largecap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of February 2024 and ending today, the 18th of March 2024. Click here to learn more.
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 . More on Westwood Largecap Value

Moving together with Westwood Mutual Fund

  0.87WSDAX Westwood Short DurationPairCorr
  0.9WTOCX Westwood Total ReturnPairCorr
  0.83WWACX Westwood AlternativePairCorr
  0.87WWHCX Westwood High MePairCorr
  0.85WWICX Westwood Me OpportunityPairCorr
  0.87WWIAX Westwood Income OppoPairCorr
  1.0WWLCX Westwood Quality ValuePairCorr

Westwood Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Westwood Largecap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Westwood Largecap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationWestwood Funds, Large Value Funds, Large Value, Westwood, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Westwood Largecap Value [WWLAX] is traded in USA and was established 18th of March 2024. Westwood Largecap is listed under Westwood category by Fama And French industry classification. The fund is listed under Large Value category and is part of Westwood family. This fund at this time has accumulated 240.88 M in net assets with no minimum investment requirementsWestwood Largecap Value is currently producing year-to-date (YTD) return of 4.7% with the current yeild of 0.01%, while the total return for the last 3 years was 7.41%.
Check Westwood Largecap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westwood Largecap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Westwood Largecap Value Mutual Fund Constituents

PEPPepsiCoStockConsumer Staples
CVSCVS Health CorpStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
GISGeneral MillsStockConsumer Staples
TATT IncStockCommunication Services
BAThe BoeingStockIndustrials
ORCLOracleStockInformation Technology
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Westwood Largecap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Westwood Largecap jumping above the current price in 90 days from now is about 1.89%. The Westwood Largecap Value probability density function shows the probability of Westwood Largecap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Westwood Largecap has a beta of 0.777. This entails as returns on the market go up, Westwood Largecap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Westwood Largecap Value will be expected to be much smaller as well. Additionally, the company has an alpha of 6.0E-4, implying that it can generate a 5.75E-4 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 13.85HorizonTargetOdds Above 13.85
98.04%90 days
 13.85 
1.89%
Based on a normal probability distribution, the odds of Westwood Largecap to move above the current price in 90 days from now is about 1.89 (This Westwood Largecap Value probability density function shows the probability of Westwood Mutual Fund to fall within a particular range of prices over 90 days) .

Westwood Largecap Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Westwood Largecap market risk premium is the additional return an investor will receive from holding Westwood Largecap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Westwood Largecap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Westwood Largecap's alpha and beta are two of the key measurements used to evaluate Westwood Largecap's performance over the market, the standard measures of volatility play an important role as well.

Westwood Largecap Against Markets

Picking the right benchmark for Westwood Largecap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Westwood Largecap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Westwood Largecap is critical whether you are bullish or bearish towards Westwood Largecap Value at a given time. Please also check how Westwood Largecap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Westwood Largecap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Westwood Mutual Fund?

Before investing in Westwood Largecap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Westwood Largecap. To buy Westwood Largecap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Westwood Largecap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Westwood Largecap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Westwood Largecap Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Westwood Largecap Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Westwood Largecap Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Westwood Largecap Value?

The danger of trading Westwood Largecap Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Westwood Largecap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Westwood Largecap. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Westwood Largecap Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Bonds Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for Westwood Mutual Fund analysis

When running Westwood Largecap's price analysis, check to measure Westwood Largecap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Westwood Largecap is operating at the current time. Most of Westwood Largecap's value examination focuses on studying past and present price action to predict the probability of Westwood Largecap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Westwood Largecap's price. Additionally, you may evaluate how the addition of Westwood Largecap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Westwood Largecap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Westwood Largecap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Westwood Largecap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.