MENU
WWMCX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Westwood Quality Midcap Institutional (WWMCX) Ownership - Who owns Westwood Quality Midcap Institutional?

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

Category: #Mid-Cap Value

Profile

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

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
0.69
Min. Initial Investment
100000.00
Fund Existence
over 3 years
Turnover
56.00
Front Load
N/A
Net Assets
1636017.00
Manager Tenure
N/A

Fundamentals

WWMCX
Net Assets
1.64M
Fund Existence
over 3 years
Turnover
56.00
Total Expense Ratio
0.69
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
3.41
Assets in Top Ten Holdings
450K
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.64M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.58
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
62.00
Number of Net Holdings
62.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.74%
Gain YTD
-3.393
Annual Yield % from dividends
1.20
Returns for 1 year
-5.13
Returns for 3 years
18.23
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 MidCapValue

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