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 278.46B. The market cap for tickers in the group ranges from 17.91B to 766.55B. WMT holds the highest valuation in this group at 766.55B. 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 7%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 33
Price Growth Rating: 40
SMR Rating: 43
Profit Risk Rating: 28
Seasonality Score: 21 (-100 ... +100)