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DVRPX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$16.77
Change
-$0.11 (-0.65%)
Net Assets
259.48M

DVRPX UBS US Dividend Ruler P2 Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return, consisting of capital appreciation and current income... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Oracle Corp (NYSE:ORCL), ABBVIE (NYSE:ABBV), Accenture PLC (NYSE:ACN), Abbott Laboratories (NYSE:ABT).

Industry description

The investment seeks to maximize total return, consisting of capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. companies. In addition, under normal circumstances, it invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in dividend paying securities. The fund also may at times invest in ETFs and other investment companies for the purpose of gaining exposure to the stock market while maintaining liquidity.

Market Cap

The average market capitalization across the UBS US Dividend Ruler P2 MF is 776.22B. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.

Volume

The average weekly volume growth across all stocks in the UBS US Dividend Ruler P2 MF was 37%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 51
Price Growth Rating: 34
SMR Rating: 30
Profit Risk Rating: 24
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DVRPX has been loosely correlated with RMEBX. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if DVRPX jumps, then RMEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DVRPX
1D Price
Change %
DVRPX100%
-0.65%
RMEBX - DVRPX
47%
Loosely correlated
-0.79%
RMFEX - DVRPX
47%
Loosely correlated
-0.77%
RMFCX - DVRPX
47%
Loosely correlated
-0.76%
VIVIX - DVRPX
41%
Loosely correlated
-0.81%
VVIAX - DVRPX
41%
Loosely correlated
-0.81%
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