DVRUX Mutual Fund Quote

DVRUX Fund  USD 12.19  0.03  0.25%   

Market Performance

0 of 100

Odds Of Distress

Less than 17

UBS US is trading at 12.19 as of the 24th of March 2023; that is -0.25 percent decrease since the beginning of the trading day. The fund's open price was 12.22. UBS US has less than a 17 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for UBS US Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2021 and ending today, the 24th of March 2023. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. companies. UBS US is traded on NASDAQ Exchange in the United States. More on UBS US Dividend

Moving together with UBS US


UBS US Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. UBS US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding UBS US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of UBS US's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate9th of July 2020
UBS US Dividend [DVRUX] is traded in USA and was established 24th of March 2023. The fund is listed under Large Value category and is part of UBS Asset Management family. UBS US Dividend currently has accumulated 121.53 M in assets under management (AUM) with minimum initial investment of 1 K.
Check UBS US Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DVRUX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DVRUX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as UBS US Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top UBS US Dividend Mutual Fund Constituents

UBS US Target Price Odds Analysis

Based on a normal probability distribution, the odds of UBS US jumping above the current price in 90 days from now is more than 93.0%. The UBS US Dividend probability density function shows the probability of UBS US mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon UBS US Dividend has a beta of -0.1443 suggesting as returns on benchmark increase, returns on holding UBS US are expected to decrease at a much lower rate. During the bear market, however, UBS US Dividend is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. UBS US Dividend is significantly underperforming NYSE Composite.
  Odds Below 12.19HorizonTargetOdds Above 12.19
6.45%90 days
Based on a normal probability distribution, the odds of UBS US to move above the current price in 90 days from now is more than 93.0 (This UBS US Dividend probability density function shows the probability of DVRUX Mutual Fund to fall within a particular range of prices over 90 days) .

UBS US Dividend Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. UBS US market risk premium is the additional return an investor will receive from holding UBS US long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in UBS US. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although UBS US's alpha and beta are two of the key measurements used to evaluate UBS US's performance over the market, the standard measures of volatility play an important role as well.

UBS US Against Markets

Picking the right benchmark for UBS US mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in UBS US mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for UBS US is critical whether you are bullish or bearish towards UBS US Dividend at a given time.