Industry description
The investment seeks to maximize total return through a high level of current income and capital appreciation.
The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing 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 80% 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 80% of its total assets in debt securities and 20% of its total assets in equity securities.
Volume
The average weekly volume growth across all stocks in the Westwood Multi-Asset Income A MF was -17%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was -22%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 53
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 44
Seasonality Score: -11 (-100 ... +100)