Westfield Capital Dividend Fund Minimum Initial Investment
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 Minimum Initial Investment Analysis
Westfield Capital's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
CompetitionBased on the recorded statements, Westfield Capital Dividend has a Minimum Initial Investment of 0.0. This indicator is about the same for the Westfield Capital average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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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 % |
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 Transaction History module to view history of all your transactions and understand their impact on performance.
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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