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WSDAX
Mutual Fund ticker: NASDAQ
AS OF
May 9 closing price
Price
$9.64
Change
-$0.00 (-0.00%)
Net Assets
105.69M

WSDAX Westwood Multi-Asset Income A Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return through a high level of current income and capital appreciation... Show more

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A.I.Advisor
published Highlights

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)
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A.I. Advisor
published General Information

General Information

Category ConservativeAllocation

Profile
Fundamentals
Details
Category
Conservative Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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WSDAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSDAX has been closely correlated with AAHYX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSDAX jumps, then AAHYX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSDAX
1D Price
Change %
WSDAX100%
N/A
AAHYX - WSDAX
91%
Closely correlated
+0.14%
SCUPX - WSDAX
90%
Closely correlated
+0.08%
PFIPX - WSDAX
90%
Closely correlated
+0.08%
PFIJX - WSDAX
90%
Closely correlated
+0.08%
SAUPX - WSDAX
90%
Closely correlated
+0.08%
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