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WQAUX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Westwood Quality AllCap Ultra (WQAUX) Ownership - Who owns Westwood Quality AllCap Ultra?

The investment seeks long-term capital appreciation... Show more

Category: #Large Value

Profile

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

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.45
Min. Initial Investment
1000000.00
Fund Existence
over 3 years
Turnover
73.00
Front Load
N/A
Net Assets
20520758.00
Manager Tenure
N/A

Fundamentals

WQAUX
Net Assets
20.5M
Fund Existence
over 3 years
Turnover
73.00
Total Expense Ratio
0.45
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.89
Assets in Top Ten Holdings
5.78M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
20M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.45
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
52.00
Number of Net Holdings
52.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
26.96%
Gain YTD
1.690
Annual Yield % from dividends
1.43
Returns for 1 year
3.11
Returns for 3 years
12.79
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category LargeValue

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