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ESPTX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$10.00
Change
+$0.03 (+0.30%)
Net Assets
150.3M

ESPTX UBS International Sustainable Equity P2 Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are AstraZeneca PLC (NASDAQ:AZN), Schlumberger Limited (NYSE:SLB).

Industry description

The investment seeks to maximize total return, consisting of capital appreciation and current income by investing primarily in the equity securities of non-U.S. issuers. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. Under normal market conditions, the fund invests primarily (at least 65% of its total assets) in issuers organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Up to 35% of the fund's assets may be invested in U.S. equity securities.

Market Cap

The average market capitalization across the UBS International Sustainable Equity P2 MF is 123.23B. The market cap for tickers in the group ranges from 62.67B to 208.98B. AZN holds the highest valuation in this group at 208.98B. The lowest valued company is BN at 62.67B.

Volume

The average weekly volume growth across all stocks in the UBS International Sustainable Equity P2 MF was -71%. For the same stocks of the MF, the average monthly volume growth was -61% and the average quarterly volume growth was -68%

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: 49
Price Growth Rating: 54
SMR Rating: 46
Profit Risk Rating: 40
Seasonality Score: 26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ESPTX
1D Price
Change %
ESPTX100%
+0.30%
MDIHX - ESPTX
89%
Closely correlated
+0.43%
FSGEX - ESPTX
89%
Closely correlated
+0.21%
VFWPX - ESPTX
88%
Closely correlated
+0.19%
VTIAX - ESPTX
81%
Closely correlated
+0.19%
APHKX - ESPTX
81%
Closely correlated
+0.34%
More