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).
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.
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.
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)