Westwood Largecap Value Fund One Year Return

WWLAX Fund  USD 14.17  0.04  0.28%   
Westwood Largecap Value fundamentals help investors to digest information that contributes to Westwood Largecap's financial success or failures. It also enables traders to predict the movement of Westwood Mutual Fund. The fundamental analysis module provides a way to measure Westwood Largecap'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 Westwood Largecap mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Westwood One Year Return Analysis

Westwood Largecap's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Westwood Largecap One Year Return

    
  20.21 %  
Most of Westwood Largecap's fundamental indicators, such as One Year Return, 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 Largecap Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Westwood Largecap One Year Return Component Assessment

Based on the recorded statements, Westwood Largecap Value has an One Year Return of 20.2119%. This is much higher than that of the Westwood family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.

Westwood One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westwood Largecap's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Westwood Largecap could also be used in its relative valuation, which is a method of valuing Westwood Largecap by comparing valuation metrics of similar companies.
Westwood Largecap is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Westwood Largecap

The fund consists of 97.42% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Westwood Largecap'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.

Westwood Fundamentals

About Westwood Largecap Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Westwood Largecap Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Largecap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Largecap Value 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.
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 . The fund invests in approximately 40-60 securities that are well diversified among market sectors.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Westwood Largecap in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Westwood Largecap's short interest history, or implied volatility extrapolated from Westwood Largecap options trading.

Also Currently Popular

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.
Check out Westwood Largecap Piotroski F Score and Westwood Largecap Altman Z Score analysis.
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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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.