Wellington Shields All Cap Fund Quote

WSACX Fund  USD 26.31  0.18  0.69%   

Performance

18 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Wellington Shields is trading at 26.31 as of the 28th of March 2024; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 26.13. Wellington Shields has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Wellington Shields All Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80 percent of its total assets in equity securities. The fund may hold up to 20 percent of its net assets in derivative instruments and short positions at any time.. More on Wellington Shields All Cap

Moving together with Wellington Mutual Fund

  0.98FAFGX American FundsPairCorr
  1.0FFAFX American FundsPairCorr
  0.98GFACX Growth FundPairCorr
  1.0GFAFX Growth FundPairCorr
  0.98AGTHX Growth FundPairCorr
  0.98CGFFX Growth FundPairCorr

Wellington Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wellington Shields' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wellington Shields or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationWellington Shields Funds, Large Growth Funds, Large Growth, Wellington Shields (View all Sectors)
Update Date31st of March 2024
Wellington Shields All Cap [WSACX] is traded in USA and was established 28th of March 2024. Wellington Shields is listed under Wellington Shields category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Wellington Shields family. This fund at this time has accumulated 35.92 M in net assets with minimum initial investment of 5 K. Wellington Shields is currently producing year-to-date (YTD) return of 10.82% with the current yeild of 0.0%, while the total return for the last 3 years was 5.55%.
Check Wellington Shields Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wellington Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wellington Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wellington Shields All Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Wellington Shields All Cap Mutual Fund Constituents

ZBRAZebra TechnologiesStockInformation Technology
XPOXPO LogisticsStockIndustrials
IBBIShares Biotechnology ETFEtfHealth
CSGPCoStar GroupStockIndustrials
HONHoneywell InternationalStockIndustrials
CMECME GroupStockFinancials
WPMWheaton Precious MetalsStockMaterials
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Wellington Shields Target Price Odds Analysis

Based on a normal probability distribution, the odds of Wellington Shields jumping above the current price in 90 days from now is nearly 4.07%. The Wellington Shields All Cap probability density function shows the probability of Wellington Shields mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Wellington Shields All Cap has a beta of -0.0953. This entails as returns on benchmark increase, returns on holding Wellington Shields are expected to decrease at a much lower rate. During the bear market, however, Wellington Shields All Cap is likely to outperform the market. Additionally, wellington Shields All Cap has an alpha of 0.1803, implying that it can generate a 0.18 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 26.31HorizonTargetOdds Above 26.31
95.86%90 days
 26.31 
4.07%
Based on a normal probability distribution, the odds of Wellington Shields to move above the current price in 90 days from now is nearly 4.07 (This Wellington Shields All Cap probability density function shows the probability of Wellington Mutual Fund to fall within a particular range of prices over 90 days) .

Wellington Shields Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wellington Shields market risk premium is the additional return an investor will receive from holding Wellington Shields long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wellington Shields. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wellington Shields' alpha and beta are two of the key measurements used to evaluate Wellington Shields' performance over the market, the standard measures of volatility play an important role as well.

Wellington Shields Against Markets

Picking the right benchmark for Wellington Shields mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wellington Shields mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wellington Shields is critical whether you are bullish or bearish towards Wellington Shields All Cap at a given time. Please also check how Wellington Shields' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Wellington Shields without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Wellington Mutual Fund?

Before investing in Wellington Shields, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Wellington Shields. To buy Wellington Shields fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wellington Shields. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Wellington Shields fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Wellington Shields All Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Wellington Shields All Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wellington Shields All Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Wellington Shields All Cap?

The danger of trading Wellington Shields All Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wellington Shields is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wellington Shields. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wellington Shields is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wellington Shields All Cap. 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 main economic indicators.
Note that the Wellington Shields information on this page should be used as a complementary analysis to other Wellington Shields' 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Wellington Shields' price analysis, check to measure Wellington Shields' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wellington Shields is operating at the current time. Most of Wellington Shields' value examination focuses on studying past and present price action to predict the probability of Wellington Shields' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wellington Shields' price. Additionally, you may evaluate how the addition of Wellington Shields to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wellington Shields' value and its price as these two are different measures arrived at by different means. Investors typically determine if Wellington Shields is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wellington Shields' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.