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SMFPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$10.18
Change
-$0.05 (-0.49%)
Net Assets
1.21B

SMFPX price forecast, quote, news & analysis

Category: @Energy
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET), Cheniere Energy (NYSE:LNG), Targa Resources Corp (NYSE:TRGP), Plains GP Holdings LP (NASDAQ:PAGP).

Industry description

The investment seeks to maximize total return (capital appreciation and income). The fund normally seeks to achieve its investment objective by investing at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of MLPs and Energy Infrastructure Companies. It invests in equity securities such as common units, preferred units, subordinated units, general partner interests, common shares and preferred shares in MLPs and Energy Infrastructure Companies. The fund is non-diversified.

Market Cap

The average market capitalization across the Westwood Salient MLP & Engy Infras C MF is 37.66B. The market cap for tickers in the group ranges from 3.63B to 63.68B. EPD holds the highest valuation in this group at 63.68B. The lowest valued company is PAGP at 3.63B.

Volume

The average weekly volume growth across all stocks in the Westwood Salient MLP & Engy Infras C MF was -15%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 29
Price Growth Rating: 44
SMR Rating: 44
Profit Risk Rating: 22
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Energy

Profile
Fundamentals
Details
Category
Energy Limited Partnership
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A