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WHGIX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$12.74
Change
+$0.01 (+0.08%)
Net Assets
546.71M

WHGIX Westwood Income Opportunity Instl 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), Goldman Sachs Group (NYSE:GS), Amgen (NASDAQ:AMGN), Lowe's Companies (NYSE:LOW), 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 Instl MF is 695.03B. The market cap for tickers in the group ranges from 56.47B to 3.82T. MSFT holds the highest valuation in this group at 3.82T. The lowest valued company is ET at 56.47B.

Volume

The average weekly volume growth across all stocks in the Westwood Income Opportunity Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 25
P/E Growth Rating: 48
Price Growth Rating: 49
SMR Rating: 23
Profit Risk Rating: 28
Seasonality Score: 37 (-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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WHGIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHGIX
1D Price
Change %
WHGIX100%
+0.08%
HBLYX - WHGIX
92%
Closely correlated
+0.26%
HBLSX - WHGIX
92%
Closely correlated
+0.20%
BKMIX - WHGIX
92%
Closely correlated
N/A
HBLAX - WHGIX
92%
Closely correlated
+0.20%
HBLCX - WHGIX
90%
Closely correlated
+0.20%
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