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WHGOX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
528.38M

WHGOX Westwood Income Opportunity Ultra 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 (NASDAQ:JPM), Amgen (NASDAQ:AMGN), Bristol-Myers Squibb Co (NASDAQ:BMY), Energy Transfer LP (NASDAQ: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 Ultra MF is 1.18T. The market cap for tickers in the group ranges from 45.97B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is ET at 45.97B.

Volume

The average weekly volume growth across all stocks in the Westwood Income Opportunity Ultra MF was -0%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 46
Price Growth Rating: 36
SMR Rating: 28
Profit Risk Rating: 26
Seasonality Score: 5 (-100 ... +100)
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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
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WHGOX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHGOX has been closely correlated with HBLFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if WHGOX jumps, then HBLFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHGOX
1D Price
Change %
WHGOX100%
N/A
HBLFX - WHGOX
85%
Closely correlated
-0.21%
HBLTX - WHGOX
85%
Closely correlated
-0.21%
HBLVX - WHGOX
85%
Closely correlated
-0.21%
VWINX - WHGOX
75%
Closely correlated
-0.16%
VWIAX - WHGOX
75%
Closely correlated
-0.18%