MENU

DVRUX UBS US Dividend Ruler P Forecast, Technical & Fundamental Analysis

Category LargeValue
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), 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.

Market Cap

The average market capitalization across the UBS US Dividend Ruler P MF is 734.93B. 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 -4%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 32
Price Growth Rating: 36
SMR Rating: 40
Profit Risk Rating: 12
Seasonality Score: 21 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
UBS FUNDSC/O UBS GLOBAL ASSET MANAGEMENT (AMERICAChicago
Phone
312-525-7100
Web
www.ubs.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CLOV4.330.13
+3.10%
Clover Health Investments Corp
GORV1.150.02
+1.77%
Lazydays Holdings
WH88.760.74
+0.84%
Wyndham Hotels & Resorts
DAC81.75-0.20
-0.24%
Danaos Corp
ZTS175.18-6.77
-3.72%
ZOETIS

DVRUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DVRUX has been closely correlated with FFMMX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if DVRUX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DVRUX
1D Price
Change %
DVRUX100%
-0.24%
FFMMX - DVRUX
82%
Closely correlated
-0.39%
FFFMX - DVRUX
82%
Closely correlated
-0.38%
VIVIX - DVRUX
79%
Closely correlated
-0.25%
VVIAX - DVRUX
79%
Closely correlated
-0.27%
VIVAX - DVRUX
79%
Closely correlated
-0.25%
More