Ultimus Managers Trust Fund Quote

INVTX Fund  USD 22.10  0.05  0.23%   

Performance

20 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 15

 
High
 
Low
Low
Ultimus Managers is trading at 22.10 as of the 1st of December 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 22.05. Ultimus Managers has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Ultimus Managers Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts . The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the funds portfolio. More on Ultimus Managers Trust

Moving together with Ultimus Mutual Fund

  1.0INVNX Evolutionary TreePairCorr
  0.94FAFGX American FundsPairCorr
  0.94FFAFX American FundsPairCorr
  0.93GFACX Growth FundPairCorr
  0.94GFAFX Growth FundPairCorr

Moving against Ultimus Mutual Fund

  0.54NHS Neuberger Berman HighPairCorr
  0.53PFHCX Pacific Funds SmallPairCorr

Ultimus Mutual Fund Highlights

Fund ConcentrationEvolutionary Tree Funds, Large Growth Funds, Large Growth, Evolutionary Tree (View all Sectors)
Update Date30th of September 2024
Ultimus Managers Trust [INVTX] is traded in USA and was established 1st of December 2024. Ultimus Managers is listed under Evolutionary Tree category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Evolutionary Tree family. Ultimus Managers Trust currently has accumulated 27.49 M in assets under management (AUM) with no minimum investment requirements
Check Ultimus Managers Probability Of Bankruptcy

Ultimus Managers Trust Risk Profiles

Ultimus Managers Against Markets

Other Information on Investing in Ultimus Mutual Fund

Ultimus Managers financial ratios help investors to determine whether Ultimus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ultimus with respect to the benefits of owning Ultimus Managers security.
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