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Westwood Low Volatility Equity Inst (WLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.00+0.00 (+0.04%)
At close: 08:01PM EDT

Westwood Low Volatility Equity Inst

Cincinnati, OH 45246

225 Pictoria Drive, Suite 450

Ultimus Managers Trust

Management information
,Lead manager since 27 February 2022
Mr. Chittenden joined Westwood in 2018, serves as a Research Analyst and is responsible for investment research of the Regional Bank sector. He is also a member of the Financials research group. Mr. Chittenden began his professional career at Bear Stearns and subsequently J.P. Morgan as a Senior Associate. He was most recently with Oppenheimer where he served as a Senior Analyst responsible for US Regional Banks and Specialty Finance. Mr. Chittenden graduated from Bucknell University with a dual major in Mathematics (BA) and Economics (BA). Mr. Chittenden is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyWestwood
Net assets121.97M
YTD return3.05%
Yield3.16%
Morningstar rating★★★★★
Inception date5 Aug 2001

Fund operations

Last dividend0.05
Last cap gain0.00
Holdings turnover53.00%
Average for categoryN/A

Fees and expenses

ExpenseWLVIXCategory average
Annual report expense ratio (net)0.65%0.84%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A