Westfield Capital Buy Hold or Sell Recommendation

WCDGX -- USA Fund  

USD 11.99  0.09  0.74%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Westfield Capital Dividend Grow is 'Hold'. Macroaxis provides Westfield Capital buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WCDGX positions. The advice algorithm takes into account all of Westfield Capital available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from WCDGX buy-and-hold prospective. See also Westfield Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Westfield CapitalBuy Westfield Capital
Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Westfield Capital Dividend Grow has a risk adjusted performance of 0.0381, jensen alpha of 0.0296, total risk alpha of 0.0098, sortino ratio of 0.0093 and treynor ratio of (0.56)
Our recommendation tool can be used to cross verify current analyst consensus on Westfield Capital and to analyze the organization potential to grow in the current economic cycle. Please utilize Westfield Capital Dividend Grow Price to Book, Three Year Return as well as the relationship between Three Year Return and Equity Positions Weight to make buy, hold, or sell decision on Westfield Capital.

Westfield Capital Trading Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: Union Pacific exotic insider transaction detected
The fund keeps 95.71% of its net assets in stocks

Westfield Capital Returns Distribution Density

Mean Return0.038689Value At Risk1.28
Potential Upside1.41Standard Deviation0.92
 Return Density 
      Distribution 

Westfield Capital Greeks

α
Alpha over DOW
=0.029634
β
Beta against DOW=0.05
σ
Overall volatility
=0.93
Ir
Information ratio =0.0112

Westfield Capital Volatility Alert

Westfield Capital Dividend Grow has relatively low volatility with skewness of -1.08 and kurtosis of 2.56. However, we advise all investors to independently investigate Westfield Capital Dividend Grow to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Westfield Capital to competition

Westfield Capital Fundamental Vs Peers

FundamentalsWestfield CapitalPeer Average
Price to Earning16.63X6.53X
Price to Book2.81X0.74X
Price to Sales1.37X0.61X
One Year Return(0.15)% 4.15%
Three Year Return8.55% 3.60%
Five Year Return10.79% 3.24%
Net Asset126.92M4.11B
Minimum Initial Investment2.5K976.16K
Cash Position Weight4.29% 10.61%
Equity Positions Weight95.71% 63.90%
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