Ubs Dividend Ruler Fund Quote
| DVRUX Fund | USD 17.52 0.08 0.45% |
PerformanceVery Strong
| Odds Of DistressLow
|
Ubs Us is trading at 17.52 as of the 19th of July 2025; that is 0.45% down since the beginning of the trading day. The fund's open price was 17.6. Ubs Us has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. companies. In addition, under normal circumstances, it invests at least 80 percent of its net assets 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.. More on Ubs Dividend Ruler
Moving together with Ubs Mutual Fund
Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Blend Funds, Large Value Funds, Large Value, UBS Asset Management (View all Sectors) |
| Update Date | 30th of June 2025 |
Ubs Dividend Ruler [DVRUX] is traded in USA and was established 19th of July 2025. Ubs Us is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Large Value category and is part of UBS Asset Management family. Ubs Dividend Ruler currently has accumulated 165.72 M in assets under management (AUM) with minimum initial investment of 1 K. with the current yeild of 0.01%.
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 Ubs 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 Ubs 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 Dividend Ruler 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 Dividend Ruler Mutual Fund Constituents
| AVGO | Broadcom | Stock | Information Technology | |
| CB | Chubb | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| INTC | Intel | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Ubs Dividend Ruler Risk Profiles
| Mean Deviation | 0.635 | |||
| Semi Deviation | 0.5197 | |||
| Standard Deviation | 0.8801 | |||
| Variance | 0.7746 |
Ubs Us Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs Us financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Us security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |