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WQAIX
Mutual Fund ticker: NASDAQ
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WQAIX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Goldman Sachs Group (NYSE:GS), Gilead Sciences (NASDAQ:GILD).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies which the adviser believes are undervalued in relation to the broader market, employ superior business models compared to their competition, and possess strong balance sheets and free cash flow. The equity securities in which the fund invests are primarily common stocks, public real estate investment trusts (“REITs”), and master limited partnerships (“MLPs”). Under normal conditions, the fund invests in approximately 50-80 securities that are well-diversified among market sectors.

Market Cap

The average market capitalization across the Westwood Quality AllCap Institutional MF is 278.41B. The market cap for tickers in the group ranges from 17.91B to 766.05B. WMT holds the highest valuation in this group at 766.05B. The lowest valued company is CMS at 17.91B.

Volume

The average weekly volume growth across all stocks in the Westwood Quality AllCap Institutional MF was 43%. For the same stocks of the MF, the average monthly volume growth was -62% 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: 72
P/E Growth Rating: 33
Price Growth Rating: 26
SMR Rating: 38
Profit Risk Rating: 26
Seasonality Score: 41 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
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