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WWIAX
Mutual Fund ticker: NASDAQ
AS OF
Feb 28 closing price
Price
$12.31
Change
+$0.08 (+0.65%)
Net Assets
535.57M

WWIAX Westwood Income Opportunity A Forecast, Technical & Fundamental Analysis

The investment seeks to provide current income; long-term capital appreciation is a secondary objective... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), International Business Machines Corp (NYSE:IBM), Amgen (NASDAQ:AMGN), Lowe's Companies (NYSE:LOW), Goldman Sachs Group (NYSE:GS), Bristol-Myers Squibb Co (NYSE:BMY), Freeport-McMoran (NYSE:FCX), Energy Transfer LP (NYSE:ET).

Industry description

The investment seeks to provide current income; long-term capital appreciation is a secondary objective. Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.

Market Cap

The average market capitalization across the Westwood Income Opportunity A MF is 513.76B. The market cap for tickers in the group ranges from 52.97B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ET at 52.97B.

Volume

The average weekly volume growth across all stocks in the Westwood Income Opportunity A MF was 9%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 46
Price Growth Rating: 44
SMR Rating: 42
Profit Risk Rating: 21
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WWIAX has been closely correlated with HBLSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if WWIAX jumps, then HBLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WWIAX
1D Price
Change %
WWIAX100%
+0.65%
HBLSX - WWIAX
92%
Closely correlated
+0.68%
HBLYX - WWIAX
92%
Closely correlated
+0.74%
HBLAX - WWIAX
92%
Closely correlated
+0.75%
BKMIX - WWIAX
92%
Closely correlated
+0.92%
HBLCX - WWIAX
90%
Closely correlated
+0.70%
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