The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), ABBVIE (NYSE:ABBV).
The investment seeks total return, consisting of long-term capital appreciation and current income.
The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the fund's assets among the various asset classes: (1) U.S. equities-20-90%; (2) investment grade fixed income-0-70%; (3) high yield fixed income-0-15%; and (4) cash equivalents-0-50%. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.
The average market capitalization across the UBS US Allocation A MF is 1.75T. The market cap for tickers in the group ranges from 245.57B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is ABBV at 245.57B.
The average weekly volume growth across all stocks in the UBS US Allocation A MF was -25%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -27%
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: 33
Price Growth Rating: 30
SMR Rating: 31
Profit Risk Rating: 14
Seasonality Score: -20 (-100 ... +100)