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WTOCX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
119.45M

WTOCX Westwood Total Return C Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), JPMorgan Chase & Co (NYSE:JPM), Amgen (NASDAQ:AMGN), Gilead Sciences (NASDAQ:GILD), Freeport-McMoran (NYSE:FCX), Energy Transfer LP (NYSE:ET).

Industry description

The investment seeks to provide total return, through a combination of current income and capital appreciation. The fund has significant flexibility to achieve its investment objective and invests in a broad range of 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 60% 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 60% of its total assets in equity securities and 40% of its total assets in debt securities.

Market Cap

The average market capitalization across the Westwood Total Return C MF is 602.42B. The market cap for tickers in the group ranges from 2.78B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is TCBI at 2.78B.

Volume

The average weekly volume growth across all stocks in the Westwood Total Return C MF was -4%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 52
Price Growth Rating: 41
SMR Rating: 34
Profit Risk Rating: 39
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WTOCX has been closely correlated with RLBAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if WTOCX jumps, then RLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WTOCX
1D Price
Change %
WTOCX100%
+0.30%
RLBAX - WTOCX
97%
Closely correlated
+0.12%
RLBCX - WTOCX
97%
Closely correlated
+0.12%
RLBEX - WTOCX
97%
Closely correlated
+0.15%
RLBFX - WTOCX
97%
Closely correlated
+0.15%
RLBBX - WTOCX
97%
Closely correlated
+0.15%
More