MENU
+Compare
UGOFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$11.49
Change
-$0.06 (-0.52%)
Net Assets
493.59M

UGOFX Victory Global Managed Volatility Instl 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), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), Procter & Gamble Company (NYSE:PG), Adobe (NASDAQ:ADBE), Philip Morris International (NYSE:PM), Lockheed Martin Corp (NYSE:LMT).

Industry description

The investment seeks to attain long-term capital appreciation while attempting to reduce volatility during unfavorable market conditions. The fund's principal strategy is to combine a portfolio of domestic and foreign equity securities, including emerging markets securities, designed to provide growth with lower volatility. It primarily invests in stocks that exhibit high-quality characteristics such as high levels of profitability and stable earnings, which may lower volatility in the fund’s returns.

Market Cap

The average market capitalization across the Victory Global Managed Volatility Instl MF is 1.09T. The market cap for tickers in the group ranges from 116.29B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LMT at 116.29B.

Volume

The average weekly volume growth across all stocks in the Victory Global Managed Volatility Instl MF was 17%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was -13%

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: 53
Price Growth Rating: 33
SMR Rating: 20
Profit Risk Rating: 19
Seasonality Score: 3 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Usaa Mutual Funds Trust9800 Fredericksburg RoadSan Antonio
Phone
N/A
Web
www.usaa.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
INYDX20.42N/A
N/A
Pioneer Disciplined Growth Y
MAPOX111.32-0.37
-0.33%
Mairs & Power Balanced
ECFVX19.57-0.14
-0.71%
Eaton Vance Focused Value Opps C
WEQCX10.03-0.08
-0.79%
TETON Westwood Equity C
ACETX10.57-0.09
-0.84%
Invesco Equity and Income Y

UGOFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UGOFX has been closely correlated with RWIEX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if UGOFX jumps, then RWIEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UGOFX
1D Price
Change %
UGOFX100%
N/A
RWIEX - UGOFX
90%
Closely correlated
-6.38%
RWIFX - UGOFX
81%
Closely correlated
-6.45%
CWICX - UGOFX
81%
Closely correlated
-6.25%
RWBEX - UGOFX
81%
Closely correlated
-6.30%
RWIHX - UGOFX
80%
Closely correlated
-6.43%
More