WESTCORE Mutual Fund Quote

Mutual Funds . USA . 
Fund . WESTCORE GLOBAL LARGE-CAP
WIMVX Fund  USD 9.53  0.05  0.52%   

Market Performance

13 of 100

 
0
 
100

Odds Of Distress

Less than 1

 
100  
 
0
WESTCORE GLOBAL is trading at 9.53 as of the 9th of June 2023; that is -0.52 percent decrease since the beginning of the trading day. The fund's open price was 9.58. WESTCORE GLOBAL has a very small chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for WESTCORE GLOBAL LARGE CAP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of July 2022 and ending today, the 9th of June 2023. Click here to learn more.
CUSIP
81580H795
ISIN
US81580H7952
Fiscal Year End
December
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of companies of any size, including small- and mid-capitalization companies. Segall Bryant is traded on NASDAQ Exchange in the United States. More on WESTCORE GLOBAL LARGE CAP

Moving together with WESTCORE Mutual Fund

+0.93CNPAXNEW PERSPECTIVE FUNDPairCorr
+0.93CNPEXNEW PERSPECTIVE FUNDPairCorr
+0.93CNPCXNEW PERSPECTIVE FUNDPairCorr
+0.93ANWFXNEW PERSPECTIVE FUNDPairCorr
+0.93NPFCXNEW PERSPECTIVE FUNDPairCorr
+0.93RNPFXNEW PERSPECTIVE FUNDPairCorr
+0.99RNPGXNEW PERSPECTIVE FUNDPairCorr

Moving against WESTCORE Mutual Fund

-0.46BXECXBarings Emerging MarketsPairCorr

WESTCORE 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. WESTCORE GLOBAL's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WESTCORE GLOBAL or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of WESTCORE GLOBAL's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldOvervalued
Beta In Three Year0.9
Startdate23rd of July 2020
WESTCORE GLOBAL LARGE CAP [WIMVX] is traded in USA and was established 9th of June 2023. The fund is listed under World Large-Stock Growth category and is part of Segall Bryant & Hamill family. The entity is thematically classified as Large Blend. WESTCORE GLOBAL LARGE-CAP at this time has accumulated 38.7 M in net assets with minimum initial investment of 250 K. , while the total return for the last 3 years was 2.92%.
Check WESTCORE GLOBAL 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 WESTCORE 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 WESTCORE 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 WESTCORE GLOBAL LARGE CAP 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 WESTCORE GLOBAL LARGE CAP Mutual Fund Constituents

HDHome DepotStockConsumer Discretionary
MCDMcDonaldsStockConsumer Discretionary
OXYOccidental PetroleumStockEnergy
APAAPA CorporationStockEnergy
LOWLowes CompaniesStockConsumer Discretionary
WMTWalmartStockConsumer Staples
USBUS BancorpStockFinancials
More Details

WESTCORE GLOBAL Target Price Odds Analysis

Based on a normal probability distribution, the odds of WESTCORE GLOBAL jumping above the current price in 90 days from now is about 13.14%. The WESTCORE GLOBAL LARGE CAP probability density function shows the probability of WESTCORE GLOBAL mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon WESTCORE GLOBAL LARGE CAP has a beta of -0.0601. This entails as returns on benchmark increase, returns on holding WESTCORE GLOBAL are expected to decrease at a much lower rate. During the bear market, however, WESTCORE GLOBAL LARGE CAP is likely to outperform the market. Additionally, the company has an alpha of 0.0622, implying that it can generate a 0.0622 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.53HorizonTargetOdds Above 9.53
86.64%90 days
 9.53 
13.14%
Based on a normal probability distribution, the odds of WESTCORE GLOBAL to move above the current price in 90 days from now is about 13.14 (This WESTCORE GLOBAL LARGE CAP probability density function shows the probability of WESTCORE Mutual Fund to fall within a particular range of prices over 90 days) .

WESTCORE GLOBAL LARGE-CAP Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. WESTCORE GLOBAL market risk premium is the additional return an investor will receive from holding WESTCORE GLOBAL 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 WESTCORE GLOBAL. 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 WESTCORE GLOBAL's alpha and beta are two of the key measurements used to evaluate WESTCORE GLOBAL's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.6978
Semi Deviation0.8212
Standard Deviation0.8906
Variance0.7931

WESTCORE GLOBAL Against Markets

Picking the right benchmark for WESTCORE GLOBAL 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 WESTCORE GLOBAL 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 WESTCORE GLOBAL is critical whether you are bullish or bearish towards WESTCORE GLOBAL LARGE CAP at a given time. Please also check how WESTCORE GLOBAL's historical prices are related to one of the top price index indicators.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in WESTCORE GLOBAL 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 WESTCORE Mutual Fund?

Before investing in WESTCORE GLOBAL, 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 WESTCORE GLOBAL. To buy WESTCORE GLOBAL fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of WESTCORE GLOBAL. 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 WESTCORE GLOBAL fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located WESTCORE GLOBAL LARGE CAP 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 WESTCORE GLOBAL LARGE CAP 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 WESTCORE GLOBAL LARGE CAP, 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 WESTCORE GLOBAL LARGE CAP?

The danger of trading WESTCORE GLOBAL LARGE CAP 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 WESTCORE GLOBAL 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 WESTCORE GLOBAL. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WESTCORE GLOBAL LARGE-CAP 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 WESTCORE GLOBAL LARGE CAP. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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When running WESTCORE GLOBAL's price analysis, check to measure WESTCORE GLOBAL'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 WESTCORE GLOBAL is operating at the current time. Most of WESTCORE GLOBAL's value examination focuses on studying past and present price action to predict the probability of WESTCORE GLOBAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WESTCORE GLOBAL's price. Additionally, you may evaluate how the addition of WESTCORE GLOBAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between WESTCORE GLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if WESTCORE GLOBAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WESTCORE GLOBAL'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.
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