Westcore Orado Tax Exempt Fund Minimum Initial Investment
| WTCOX Fund | USD 10.41 0.01 0.1% |
Westcore Orado Tax Exempt fundamentals help investors to digest information that contributes to Westcore Orado's financial success or failures. It also enables traders to predict the movement of Westcore Mutual Fund. The fundamental analysis module provides a way to measure Westcore Orado's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Westcore Orado mutual fund.
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Westcore Orado Tax Exempt Mutual Fund Minimum Initial Investment Analysis
Westcore Orado's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Westcore Orado Tax Exempt has a Minimum Initial Investment of 0.0. This indicator is about the same for the Segall Bryant & Hamill average (which is currently at 0.0) family and about the same as Muni Single State Interm (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Westcore Orado
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Westcore Orado's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Westcore Fundamentals
| Total Asset | 135.24 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.25 % | |||
| One Year Return | 3.33 % | |||
| Three Year Return | (1.89) % | |||
| Five Year Return | 0.82 % | |||
| Ten Year Return | 3.44 % | |||
| Net Asset | 407.41 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 5.19 % | |||
| Bond Positions Weight | 0.09 % |
About Westcore Orado Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westcore Orado Tax Exempt's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westcore Orado using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westcore Orado Tax Exempt based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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