The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NASDAQ:JPM), Walmart (NASDAQ:WMT), Amgen (NASDAQ:AMGN), Gilead Sciences (NASDAQ:GILD), Freeport-McMoran (NASDAQ:FCX), Energy Transfer LP (NASDAQ:ET).
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.
The average market capitalization across the Westwood Total Return Inst MF is 596.07B. The market cap for tickers in the group ranges from 2.64B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is TCBI at 2.64B.
The average weekly volume growth across all stocks in the Westwood Total Return Inst MF was -2%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 59
Price Growth Rating: 42
SMR Rating: 33
Profit Risk Rating: 39
Seasonality Score: 22 (-100 ... +100)