(MDST) Ultimus Managers Trust - Ratings and Ratios

Ultimus Managers Trust (MDST) is an actively managed exchange-traded fund (ETF) that focuses on midstream energy investments, targeting North American corporations and U.S. master limited partnerships (MLPs). By concentrating at least 80% of its net assets in these securities, the fund aims to capitalize on the energy infrastructure sectors growth potential. As a non-diversified fund, MDST is more susceptible to volatility and sector-specific risks, making it essential for investors to carefully weigh the potential benefits against the risks.

From a market perspective, MDST operates within the Energy Limited Partnership category, providing investors with a unique exposure to midstream energy assets. The funds investment strategy is geared towards capturing the cash flows generated by midstream energy infrastructure, such as pipelines, storage facilities, and processing plants. With a relatively small asset base of $84.28 million, MDST may experience liquidity challenges, and its trading volume should be closely monitored.

Analyzing the technical data, MDSTs recent price action indicates a bullish trend, with the last price of $26.98 exceeding both the 20-day and 50-day simple moving averages (SMA20: $26.24, SMA50: $26.38). The 200-day simple moving average (SMA200: $25.73) is also trending upwards, suggesting a potential long-term uptrend. The average true range (ATR: 0.75) indicates a moderate level of volatility, with a daily price swing of approximately 2.79%. Given the current technical setup, a potential price target could be the 52-week high of $27.91, representing a 3.5% upside from the current price.

Combining the technical analysis with the fundamental data, a forecast for MDST can be derived. Assuming the energy infrastructure sector continues to grow, driven by increasing demand for midstream services, MDST is well-positioned to benefit from this trend. With its active management strategy and focus on midstream energy investments, the fund may continue to outperform its peers. Based on the technical indicators and fundamental data, a potential price appreciation of 5-7% can be expected in the short term, driven by the ongoing bullish trend and the funds underlying investment strategy.