Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Micron Technology (NASDAQ:MU), Autodesk (NASDAQ:ADSK), Ingersoll Rand (NYSE:IR).
Industry description
The investment seeks to maximize total return, consisting of capital appreciation and current income.
The fund invests in or seeks exposure to companies based on various financial factors, material sustainability factors such as environmental, social and governance ("ESG") performance and on the current and potential ability of such companies to have a positive impact on human well-being and environmental quality, therefore promoting the United Nations Sustainable Development Goals (UN SDGs), such as clean water and sanitation, clean energy, treatment of disease, food security and people empowerment.
Market Cap
The average market capitalization across the UBS Engage For Impact P2 MF is 164.22B. The market cap for tickers in the group ranges from 16.37B to 769.9B. AVGO holds the highest valuation in this group at 769.9B. The lowest valued company is SUZ at 16.37B.
Volume
The average weekly volume growth across all stocks in the UBS Engage For Impact P2 MF was 45%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 44
Price Growth Rating: 43
SMR Rating: 70
Profit Risk Rating: 26
Seasonality Score: 47 (-100 ... +100)