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WSCIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
22.02M

WSCIX Westwood SmallCap Growth Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies, which the adviser defines as 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, shares of public REITs and MLPs. The adviser will select companies to buy and sell, based on fundamental attributes such as earnings, book value, and cash flow relative to other securities in the index.

Market Cap

The average market capitalization across the Westwood SmallCap Growth Institutional MF is 2.81B. The market cap for tickers in the group ranges from 805.46M to 6.31B. SSD holds the highest valuation in this group at 6.31B. The lowest valued company is SNCY at 805.46M.

Volume

The average weekly volume growth across all stocks in the Westwood SmallCap Growth Institutional MF was 26%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 56
Price Growth Rating: 58
SMR Rating: 61
Profit Risk Rating: 61
Seasonality Score: -24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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WSCIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WSCIX has been closely correlated with WCMLX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSCIX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSCIX
1D Price
Change %
WSCIX100%
N/A
WCMLX - WSCIX
87%
Closely correlated
+0.91%
WCMNX - WSCIX
87%
Closely correlated
+0.92%
VSGAX - WSCIX
79%
Closely correlated
+1.01%
VEXPX - WSCIX
79%
Closely correlated
+0.69%
VEXRX - WSCIX
78%
Closely correlated
+0.69%
More