tiprankstipranks
Trending News
More News >

UVALX Mutual Fund Holdings Information

Holdings Count
181
Total Assets
1.33B
Top 10 Percentage
17.02%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
181 Holdings
181 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
2.41%
$31.98M
$764.25B
40.09%
14 Buy
7 Hold
0 Sell
Moderate Buy
Citigroup Inc
1.98%
$26.21M
$146.52B
30.77%
10 Buy
4 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.89%
$25.10M
$196.62B
42.34%
8 Buy
6 Hold
0 Sell
Moderate Buy
KeyCorp
1.66%
$22.06M
$17.71B
18.82%
8 Buy
6 Hold
0 Sell
Moderate Buy
Exxon Mobil Corp.
1.66%
$22.00M
$494.32B
3.56%
8 Buy
6 Hold
0 Sell
Moderate Buy
Everest Group, Ltd.
1.61%
$21.36M
$14.35B
-10.57%
5 Buy
6 Hold
0 Sell
Moderate Buy
Merck & Company
1.56%
$20.69M
$198.52B
-39.52%
9 Buy
7 Hold
1 Sell
Moderate Buy
Alphabet Inc. Class A
1.52%
$20.12M
$2.03T
-7.23%
29 Buy
9 Hold
0 Sell
Strong Buy
Us Foods Holding Corp.
1.36%
$18.08M
$17.67B
42.95%
11 Buy
1 Hold
0 Sell
Strong Buy
Cigna
1.36%
$18.06M
$83.98B
-7.54%
15 Buy
4 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

21.02%Financial15.83%Healthcare14.20%Industrials13.93%Technology6.89%Consumer Defensive6.83%Energy6.32%Communication Services6.22%Consumer Cyclical3.07%Real Estate3.01%Utilities2.68%Basic Materials21.02%Financial
Financial
21.02%
Healthcare
15.83%
Industrials
14.20%
Technology
13.93%
Consumer Defensive
6.89%
Energy
6.83%
Communication Services
6.32%
Consumer Cyclical
6.22%
Real Estate
3.07%
Utilities
3.01%
Basic Materials
2.68%

Countries Breakdown

99.08%United States0.92%Canada99.08%United States
United States
99.08%
Canada
0.92%

Breakdown By Smart Score

9.79%Outperform1015.28%Outperform918.20%Outperform813.76%Neutral713.89%Neutral615.13%Neutral55.88%Neutral43.49%Underperform33.77%Underperform20.81%Underperform17
The weighted average smart score of the UVALX Mutual Fund is 7
10
9.79%
9
15.28%
8
18.20%
7
13.76%
6
13.89%
5
15.13%
4
5.88%
3
3.49%
2
3.77%
1
0.81%

UVALX Mutual Funds FAQ

What are Mutual Funds UVALX’s top 3 holdings?
UVALX’s top 3 holdings are JPM, C, GS.
    What is Mutual Funds UVALX’s holdings count?
    Mutual Funds UVALX’s is holdings 181 different assets.
      What are the total assets of Mutual Funds UVALX?
      Mutual Funds UVALX’s total assets are 1.33B.
        What am I Missing?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis