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WLVIX
Mutual Fund ticker: NASDAQ
AS OF
Jul 19 closing price
Price
$6.02
Change
-$0.00 (-0.00%)
Net Assets
12.21M

WLVIX Westwood Capital Appreciation Inc Inst Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide total return, through a combination of current income and capital appreciation. The fund has significant flexibility to achieve its investment objective and invests in a broad range of securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 60% of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 60% of its total assets in equity securities and 40% of its total assets in debt securities.
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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