The most notable companies in this group are Autodesk (NASDAQ:ADSK), Ingersoll Rand (NYSE:IR).
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.
The average market capitalization across the UBS Engage For Impact P MF is 44.57B. The market cap for tickers in the group ranges from 108.28M to 200.16B. LIN holds the highest valuation in this group at 200.16B. The lowest valued company is EBS at 108.28M.
The average weekly volume growth across all stocks in the UBS Engage For Impact P MF was 13%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -63%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 49
Price Growth Rating: 43
SMR Rating: 59
Profit Risk Rating: 57
Seasonality Score: -23 (-100 ... +100)