Westfield Capital Profile

Performance

   

Odds of Distress

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Equity ratings for Westfield Capital Dividend Grow are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting June 22, 2019 and ending today September 20, 2019. Click here to learn more.

Westfield Capital Summary

Westfield Capital Dividend Grow [WCDGX] is traded in USA and was established September 20, 2019. The fund is listed under Large Blend category and is part of Westfield Capital family. Westfield Capital at this time has accumulated 126.92M in net assets with minimum initial investment of 2.5K. , while the total return for the last 3 years was 8.55%.
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Instrument Allocation

Sector Allocation (%)

Top Fund Constituents

Westfield Capital Target Price Odds Analysis

Odds Below 12.1HorizonTargetOdds Above 12.1
90.96%30 days 12.10 8.78%
Based on normal probability distribution, the odds of Westfield Capital to move above current price in 30 days from now is about 8.78% (This Westfield Capital Dividend Grow probability density function shows the probability of Westfield Capital Fund to fall within a particular range of prices over 30 days) .

Westfield Capital Risk Profiles

Westfield Capital Key Fundamentals

Westfield Capital Against Markets

Westfield Capital Vital Trading Data

Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. Westfield Capital is traded on BATS Exchange in USA. more
NameWestfield Capital Dividend Grow
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressAdvisors Inner Circle Fund II (Westfield)
ExchangeBATS Exchange
Fund FamilyWestfield Capital
Fund CategoryLarge Blend
BenchmarkDOW
Phone866 454 0738
CurrencyUSD - US Dollar
Beta In Three Year0.9
StartdateJuly 26, 2013

Current Sentiment - WCDGX

Westfield Capital Investor Sentiment

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