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EIPTX UBS Engage For Impact P2 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

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 171.94B. The market cap for tickers in the group ranges from 16.37B to 823.05B. AVGO holds the highest valuation in this group at 823.05B. 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 -4% and the average quarterly volume growth was -19%

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: 53
Price Growth Rating: 40
SMR Rating: 70
Profit Risk Rating: 25
Seasonality Score: 52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
UBS FUNDSC/O UBS GLOBAL ASSET MANAGEMENT (AMERICAChicago
Phone
312-525-7100
Web
www.ubs.com
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EIPTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EIPTX has been closely correlated with FWCGX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if EIPTX jumps, then FWCGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EIPTX
1D Price
Change %
EIPTX100%
+0.30%
FWCGX - EIPTX
89%
Closely correlated
-0.07%
FCWGX - EIPTX
89%
Closely correlated
-0.06%
CWGCX - EIPTX
85%
Closely correlated
-0.06%
RWBEX - EIPTX
84%
Closely correlated
-0.07%
RWIHX - EIPTX
84%
Closely correlated
-0.06%
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