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QGRPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$17.23
Change
-$0.57 (-3.20%)
Net Assets
318.69M

QGRPX UBS US Quality Growth At Rsnbl Prc P Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Salesforce (NYSE:CRM), Accenture PLC (NYSE:ACN).

Industry description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. companies. Under normal circumstances, it invests a substantial portion of its net assets in large-capitalization equities traded in the United States. Under certain market conditions, the fund may invest in companies at the time of their initial public offering ("IPO"). It also may at times invest in ETFs and other investment companies for the purpose of gaining exposure to the stock market while maintaining liquidity. The fund is non-diversified.

Market Cap

The average market capitalization across the UBS US Quality Growth At Rsnbl Prc P MF is 1.37T. The market cap for tickers in the group ranges from 223.48B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ACN at 223.48B.

Volume

The average weekly volume growth across all stocks in the UBS US Quality Growth At Rsnbl Prc P MF was 39%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 60
Price Growth Rating: 24
SMR Rating: 32
Profit Risk Rating: 17
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, QGRPX has been closely correlated with FAFGX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if QGRPX jumps, then FAFGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QGRPX
1D Price
Change %
QGRPX100%
-3.50%
FAFGX - QGRPX
84%
Closely correlated
-0.49%
FFAFX - QGRPX
84%
Closely correlated
-0.49%
GFACX - QGRPX
84%
Closely correlated
-0.49%
RGAHX - QGRPX
83%
Closely correlated
-0.49%
RGAGX - QGRPX
83%
Closely correlated
-0.48%
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