MENU

WWMCX Westwood Quality Midcap Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
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 24.5B. 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 61% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 31
Price Growth Rating: 39
SMR Rating: 66
Profit Risk Rating: 35
Seasonality Score: -40 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ULPIX134.874.42
+3.39%
ProFunds UltraBull Inv
LGLSX41.291.08
+2.69%
Lord Abbett Growth Leaders R4
GTILX35.590.73
+2.09%
Glenmede Quant US Large Cap Gr Eq Instl
IEGIX21.130.38
+1.83%
Invesco EQV Intl Small Company R5
GEMPX12.950.20
+1.57%
Goldman Sachs Emerging Mkts Eq ex. Chn P

WWMCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WWMCX has been closely correlated with VMVAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if WWMCX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WWMCX
1D Price
Change %
WWMCX100%
N/A
VMVAX - WWMCX
93%
Closely correlated
-0.30%
VMVIX - WWMCX
91%
Closely correlated
-0.31%
JVMRX - WWMCX
86%
Closely correlated
-0.23%
JVMIX - WWMCX
85%
Closely correlated
-0.23%
JVMCX - WWMCX
85%
Closely correlated
-0.21%
More