Westfield Capital Dividend Fund Fundamentals
Westfield Capital Dividend fundamentals help investors to digest information that contributes to Westfield Capital's financial success or failures. It also enables traders to predict the movement of Westfield Mutual Fund. The fundamental analysis module provides a way to measure Westfield Capital'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 Westfield Capital mutual fund.
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Westfield Capital Dividend Mutual Fund Five Year Return Analysis
Westfield Capital's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westfield Capital Five Year Return | 8.59 % |
Most of Westfield Capital's fundamental indicators, such as Five 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, Westfield Capital Dividend is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Westfield Capital Dividend has a Five Year Return of 8.59%. This is much higher than that of the Westfield Capital family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Westfield Capital Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westfield Capital's current stock value. Our valuation model uses many indicators to compare Westfield Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westfield Capital competition to find correlations between indicators driving Westfield Capital's intrinsic value. More Info.Westfield Capital Dividend is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westfield Capital Dividend is roughly 5.92 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Westfield Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Westfield Capital's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westfield Capital's earnings, one of the primary drivers of an investment's value.Westfield Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westfield Capital's direct or indirect competition against its Five 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 Westfield Capital could also be used in its relative valuation, which is a method of valuing Westfield Capital by comparing valuation metrics of similar companies.Westfield Capital is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Westfield Capital
The fund consists of 96.59% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Westfield Capital'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.
Westfield Fundamentals
| Price To Earning | 16.63 X | |||
| Price To Book | 2.81 X | |||
| Price To Sales | 1.37 X | |||
| Total Asset | 152.41 M | |||
| One Year Return | 12.29 % | |||
| Three Year Return | 10.37 % | |||
| Five Year Return | 8.59 % | |||
| Net Asset | 152.41 M | |||
| Cash Position Weight | 3.41 % | |||
| Equity Positions Weight | 96.59 % |
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 Westfield Capital 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, Westfield Capital's short interest history, or implied volatility extrapolated from Westfield Capital 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 Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Westfield Capital information on this page should be used as a complementary analysis to other Westfield Capital'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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Other Consideration for investing in Westfield Mutual Fund
If you are still planning to invest in Westfield Capital check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Westfield Capital's history and understand the potential risks before investing.
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