MENU
WLVIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Westwood Capital Appreciation Inc Inst (WLVIX) Ownership - Who owns Westwood Capital Appreciation Inc Inst?

Profile

Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
100000.00
Fund Existence
over 23 years
Turnover
53.00
Front Load
N/A
Net Assets
12212003.00
Manager Tenure
N/A

Fundamentals

WLVIX
Net Assets
N/A
Fund Existence
N/A
Turnover
N/A
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
N/A
Min. Initial Investment IRA
N/A
Morningstar Category
N/A
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
N/A
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
N/A
Fund Share Class Net Assets
N/A
Fund Type
N/A
Index Fund
N/A
Management Fee
N/A
Modified Duration
N/A
No Load Fund
N/A
Number of Long Holdings
N/A
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
N/A
Annual Yield % from dividends
N/A
Returns for 1 year
N/A
Returns for 3 years
N/A
Returns for 5 years
N/A
Returns for 10 years
N/A
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A