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WHGSX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$20.47
Change
-$0.00 (-0.00%)
Net Assets
1.24B

WHGSX Westwood Quality SmallCap Fund Inst Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® 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 exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.

Market Cap

The average market capitalization across the Westwood Quality SmallCap Fund Inst MF is 3.25B. The market cap for tickers in the group ranges from 1.4B to 5.57B. ASO holds the highest valuation in this group at 5.57B. The lowest valued company is FBNC at 1.4B.

Volume

The average weekly volume growth across all stocks in the Westwood Quality SmallCap Fund Inst MF was 25%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 46%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 45
Price Growth Rating: 52
SMR Rating: 50
Profit Risk Rating: 59
Seasonality Score: -12 (-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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WHGSX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHGSX has been closely correlated with FSSNX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if WHGSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHGSX
1D Price
Change %
WHGSX100%
+0.34%
FSSNX - WHGSX
94%
Closely correlated
+1.06%
VSMAX - WHGSX
86%
Closely correlated
+0.73%
VSCIX - WHGSX
85%
Closely correlated
+0.74%
VSCPX - WHGSX
85%
Closely correlated
+0.74%
NAESX - WHGSX
85%
Closely correlated
+0.73%