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WHGMX Westwood Quality SMidCap Fund Inst Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Domino's Pizza (NYSE:DPZ), Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships ("MLPs").

Market Cap

The average market capitalization across the Westwood Quality SMidCap Fund Inst MF is 9.4B. The market cap for tickers in the group ranges from 2.98B to 22.28B. HUBB holds the highest valuation in this group at 22.28B. The lowest valued company is PIPR at 2.98B.

Volume

The average weekly volume growth across all stocks in the Westwood Quality SMidCap Fund Inst MF was 8%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 41%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 37
Price Growth Rating: 47
SMR Rating: 53
Profit Risk Rating: 24
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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WHGMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WHGMX has been closely correlated with NAESX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if WHGMX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHGMX
1D Price
Change %
WHGMX100%
-0.84%
NAESX - WHGMX
96%
Closely correlated
-1.06%
VSCPX - WHGMX
96%
Closely correlated
-1.07%
VSCIX - WHGMX
96%
Closely correlated
-1.07%
VSMAX - WHGMX
96%
Closely correlated
-1.06%
FSSNX - WHGMX
96%
Closely correlated
-1.40%
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