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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

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL).

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.

Market Cap

The average market capitalization across the Westwood Multi-Asset Income A MF is 879.33B. The market cap for tickers in the group ranges from 4.33T to 5.42T. NVDA holds the highest valuation in this group at 5.42T. The lowest valued company is GOOGL at 4.33T.

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
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 PACAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSDAX jumps, then PACAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSDAX
1D Price
Change %
WSDAX100%
-0.19%
PACAX - WSDAX
89%
Closely correlated
-0.26%
FTIWX - WSDAX
89%
Closely correlated
-0.27%
FTAWX - WSDAX
88%
Closely correlated
-0.27%
FTDWX - WSDAX
88%
Closely correlated
-0.20%
MXKVX - WSDAX
88%
Closely correlated
-0.19%
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Westwood Multi-Asset Income A (WSDAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com