Westwood Short Mutual Fund Money Managers
WSDAX Fund | USD 10.01 0.02 0.20% |
Break down of Westwood Short's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Westwood Short's future under-performance.
Westwood |
Symbol | WSDAX |
Name | Westwood Short Duration |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Westwood Short Duration Leadership is currently not available.
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Westwood Short Net Asset Comparison
Westwood Short Duration is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--15% to 30% Equity category is currently estimated at about 4.37 Billion. Westwood Short claims roughly 65.96 Million in net asset contributing just under 2% to funds in Allocation--15% to 30% Equity category.
Westwood Short Duration Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Westwood Short Duration Price Series Summation is a cross summation of Westwood Short price series and its benchmark/peer.
About Westwood Short Management Performance
The success or failure of an entity such as Westwood Short Duration often depends on how effective the management is. Westwood Short management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Westwood management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Westwood management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80 percent of its total assets in debt securities and 20 percent of its total assets in equity securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Westwood Mutual Fund
Westwood Short financial ratios help investors to determine whether Westwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westwood with respect to the benefits of owning Westwood Short security.
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