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WWMCX
Mutual Fund ticker: NASDAQ
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WWMCX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American International Group (NYSE:AIG), Microchip Technology (NASDAQ:MCHP), Diamondback Energy (NASDAQ:FANG), Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. The fund adviser considers mid-cap companies to be those companies within the market capitalization range of the Russell Midcap® Index at the time of initial purchase. Under normal conditions, the fund invests in approximately 50-80 securities that are well-diversified among market sectors.

Market Cap

The average market capitalization across the Westwood Quality Midcap Institutional MF is 23.74B. The market cap for tickers in the group ranges from 7.4B to 53.23B. AIG holds the highest valuation in this group at 53.23B. The lowest valued company is CHRD at 7.4B.

Volume

The average weekly volume growth across all stocks in the Westwood Quality Midcap Institutional MF was -7%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 56%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 41
Price Growth Rating: 52
SMR Rating: 68
Profit Risk Rating: 34
Seasonality Score: 43 (-100 ... +100)
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A.I.Advisor
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General Information

Category MidCapValue

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Category
Mid-Cap Value
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
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