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UGEIX Victory Global Equity Income Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Cisco Systems (NASDAQ:CSCO), QUALCOMM (NASDAQ:QCOM).

Industry description

The investment seeks total return with an emphasis on current income. The fund normally invests at least 80% of its assets in equity securities. Its equity investments may include common stocks, depositary receipts, real estate investment trusts (REITs), other investment companies, including exchange-traded funds (ETFs), securities convertible into common stocks, and securities that carry the right to buy common stocks. Under normal circumstances, the fund's manager expects to invest at least 30% of its net assets in securities of issuers outside of the United States.

Market Cap

The average market capitalization across the Victory Global Equity Income MF is 933.82B. The market cap for tickers in the group ranges from 3.51M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Victory Global Equity Income MF was 36%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 43
Price Growth Rating: 43
SMR Rating: 35
Profit Risk Rating: 17
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Usaa Mutual Funds Trust9800 Fredericksburg RoadSan Antonio
Phone
N/A
Web
www.usaa.com
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UGEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UGEIX has been closely correlated with BIBDX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if UGEIX jumps, then BIBDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UGEIX
1D Price
Change %
UGEIX100%
-0.53%
BIBDX - UGEIX
91%
Closely correlated
-1.23%
PRGEX - UGEIX
89%
Closely correlated
-0.61%
DOXWX - UGEIX
88%
Closely correlated
-0.73%
DGEFX - UGEIX
88%
Closely correlated
-0.39%
TRZRX - UGEIX
79%
Closely correlated
-0.13%
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