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DVRPX UBS US Dividend Ruler P2 Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return, consisting of capital appreciation and current income... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Oracle Corp (NYSE:ORCL), ABBVIE (NYSE:ABBV), Unitedhealth Group (NYSE:UNH), Abbott Laboratories (NYSE:ABT), Accenture PLC (NYSE:ACN).

Industry description

The investment seeks to maximize total return, consisting of capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. companies. In addition, under normal circumstances, it invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in dividend paying securities. The fund also may at times invest in ETFs and other investment companies for the purpose of gaining exposure to the stock market while maintaining liquidity.

Market Cap

The average market capitalization across the UBS US Dividend Ruler P2 MF is 962.06B. The market cap for tickers in the group ranges from 76.39B to 2.73T. MSFT holds the highest valuation in this group at 2.73T. The lowest valued company is ACN at 76.39B.

Volume

The average weekly volume growth across all stocks in the UBS US Dividend Ruler P2 MF was 19%. For the same stocks of the MF, the average monthly volume growth was 90% and the average quarterly volume growth was 292%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 47
Price Growth Rating: 44
SMR Rating: 41
Profit Risk Rating: 47
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
UBS FUNDSC/O UBS GLOBAL ASSET MANAGEMENT (AMERICAChicago
Phone
312-525-7100
Web
www.ubs.com
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DVRPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DVRPX has been closely correlated with RMFCX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if DVRPX jumps, then RMFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DVRPX
1D Price
Change %
DVRPX100%
N/A
RMFCX - DVRPX
91%
Closely correlated
-0.14%
RMEBX - DVRPX
91%
Closely correlated
-0.16%
RMFEX - DVRPX
91%
Closely correlated
-0.16%
RWEBX - DVRPX
87%
Closely correlated
-0.47%
FWMIX - DVRPX
13%
Poorly correlated
-0.45%
More
UBS US Dividend Ruler P2 (DVRPX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com