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), Unitedhealth Group (NYSE:UNH), Oracle Corp (NYSE:ORCL), ABBVIE (NYSE:ABBV), Accenture PLC (NYSE:ACN), Abbott Laboratories (NYSE:ABT).
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. It is non-diversified.
Market Cap
The average market capitalization across the UBS US Dividend Ruler P MF is 724.59B. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.
Volume
The average weekly volume growth across all stocks in the UBS US Dividend Ruler P MF was -22%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 30
Price Growth Rating: 37
SMR Rating: 40
Profit Risk Rating: 14
Seasonality Score: -37 (-100 ... +100)