+Compare
WHGIX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
520.65M

WHGIX Westwood Income Opportunity Instl Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), International Business Machines Corp (NYSE:IBM), Amgen (NASDAQ:AMGN), Lowe's Companies (NYSE:LOW), Goldman Sachs Group (NYSE:GS), Bristol-Myers Squibb Co (NYSE:BMY), Freeport-McMoran (NYSE:FCX), Energy Transfer LP (NYSE:ET).

Industry description

The investment seeks to provide current income; long-term capital appreciation is a secondary objective. Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.

Market Cap

The average market capitalization across the Westwood Income Opportunity Instl MF is 631.16B. The market cap for tickers in the group ranges from 50.15B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is ET at 50.15B.

Volume

The average weekly volume growth across all stocks in the Westwood Income Opportunity Instl MF was -5%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 40
Price Growth Rating: 32
SMR Rating: 34
Profit Risk Rating: 25
Seasonality Score: -43 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSBFX24.420.07
+0.29%
Goldman Sachs Income Builder A
IVKSX20.940.06
+0.29%
VY® Invesco Comstock S
HBSGX24.850.06
+0.24%
Hartford Small Cap Growth HLS IB
HDGRX34.130.08
+0.23%
Hartford Dividend and Growth R3
JAMEX31.24-0.05
-0.16%
Jamestown Equity

WHGIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHGIX has been closely correlated with BKMIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if WHGIX jumps, then BKMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHGIX
1D Price
Change %
WHGIX100%
+0.35%
BKMIX - WHGIX
92%
Closely correlated
+0.20%
HBLTX - WHGIX
91%
Closely correlated
+0.28%
HBLVX - WHGIX
91%
Closely correlated
+0.28%
HBLFX - WHGIX
90%
Closely correlated
+0.28%
VWINX - WHGIX
86%
Closely correlated
+0.24%
More