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DVRUX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$17.77
Change
-$0.04 (-0.22%)
Net Assets
278.25M

DVRUX UBS US Dividend Ruler P 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), Oracle Corp (NYSE:ORCL), Exxon Mobil Corp (NYSE:XOM), ABBVIE (NYSE:ABBV), Unitedhealth Group (NYSE:UNH), Abbott Laboratories (NYSE:ABT), Accenture PLC (NYSE:ACN).

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 P MF is 930.22B. The market cap for tickers in the group ranges from 153.85B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is ACN at 153.85B.

Volume

The average weekly volume growth across all stocks in the UBS US Dividend Ruler P MF was 96%. For the same stocks of the MF, the average monthly volume growth was 65% and the average quarterly volume growth was 69%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 50
Price Growth Rating: 35
SMR Rating: 30
Profit Risk Rating: 29
Seasonality Score: -50 (-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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DVRUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DVRUX has been closely correlated with VIVAX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if DVRUX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DVRUX
1D Price
Change %
DVRUX100%
-0.22%
VIVAX - DVRUX
86%
Closely correlated
-0.13%
VIVIX - DVRUX
86%
Closely correlated
-0.13%
VVIAX - DVRUX
86%
Closely correlated
-0.13%
DOXGX - DVRUX
83%
Closely correlated
+0.11%
DODGX - DVRUX
83%
Closely correlated
+0.11%
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