Westfield Capital Financial Diagnostics

WCDGX -- USA Fund  

USD 12.06  0.05  0.41%

The current investor indifference towards the small price fluctuations of Westfield Capital may raise some interest from investors as it closed today at a share price of 12.06 on 1.000 in trading volume. The fund managers did not add any value to Westfield Capital Dividend Grow investors in August. However, most investors can still diversify their portfolios with Westfield Capital to hedge your portfolio against high-volatility market scenarios. The fund standard deviation of daily returns for 30 days (very short) investing horizon is currently 0.9409. The very small Fund volatility is a good signal to investors with longer term investment horizons. This diagnostics interface makes it easy to digest most current publicly released information about Westfield Capital as well as get updates on important government artifacts including earning estimates, SEC corporate filings and announcements. This module also helps to analysis Westfield Capital price relationship with some important fundamental indicators such as market cap and management efficiency. See also Your Current Watchlist.

Westfield Capital Note

The fund generated five year return of 11.0%. Westfield Capital keeps 97.46% of net assets in stocks. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividendpaying equity securities. In pursuing its objective, the adviser strives to build a portfolio comprised of approximately 4060 publicly traded equity securities of primarily large capitalization issuers with a history or prospect of paying stable or increasing dividends and expects that investments in foreign securities, including ADRs, will typically represent less than 35% of the fund's assets. For more information please call the company at 866-454-0738.

Westfield Capital Alerts

Latest headline from www.reuters.com: Pentagon chief suggests European allies replace funds diverted to border wall - Reuters
The fund keeps 97.46% of its net assets in stocks

Top Fund Constituents

At Risk
Union Pacific Corporation 0.0056 (3.01) 
CME Group 0.09 (2.32) 
Delphi Technologies PLC(0.0499) (6.21) 
Apple 0.11 (2.17) 
Walmart 0.07 (1.55) 
NextEra Energy 0.10 (1.24) 
Jack Henry Associates 0.06 (1.95) 
Avery Dennison Corporation 0.0221 (2.51) 
Andeavor 0.17 (1.47) 
JP Morgan Chase Co 0.08 (2.48) 
ConAgra Brands 0.0027 (3.02) 
Bank of N T Butterfield Son(0.11) (3.19) 
Texas Instruments Incorporated 0.15 (2.75) 
Verizon Communications 0.0394 (1.52) 
Abbott Laboratories 0.0002 (2.29) 
Fidelity National Information S 0.07 (2.78) 
Marathon Petroleum Corporation 0.07 (3.14) 
Quest Diagnostics Incorporated 0.0285 (1.58) 
Microsoft Corporation 0.0302 (2.91) 
Six Flags Entertainment Corpora 0.0312 (2.37) 

Technical Drivers

As of 19 of September Westfield Capital maintains Market Risk Adjusted Performance of 0.2902, Mean Deviation of 0.6724 and Downside Deviation of 1.1. Relative to Fundamental Indicators, Macroaxis technical analysis interface lets you check existing technical drivers of Westfield Capital Dividend Grow as well as the relationship between them. Specifically you can use this information to find out if the fund will indeed mirror its model of past data patterns or the prices will eventually revert. We found nineteen technical drivers for Westfield Capital which can be compared to its rivals. Please check out Westfield Capital Jensen Alpha and Downside Variance to decide if Westfield Capital is priced fairly providing market reflects its latest price of 12.06 per share.

Westfield Capital Price Movement Analysis

Time Period
Deviations up
Deviations down
MA Type
  Portfolio Optimization    
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The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Westfield Capital middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Westfield Capital. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target. View also all equity analysis or get more info about bollinger bands overlap studies indicator.

Westfield Capital Technical and Predictive Indicators

Westfield Capital Forecast Models

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