USCF ESG Dividend Income Fund (UDI) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
USCF ESG Dividend Income Fund (UDI) trades at $37.32. USCF ESG Dividend Income Fund (UDI) aims for high current income and income growth. The fund invests in U. S. Market cap: $4.11M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for UDI: UDI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates UDI against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on UDI.
How is this calculated? →USCF ESG Dividend Income Fund (UDI) Financial Services Profile
USCF ESG Dividend Income Fund (UDI) is an income-focused ETF investing in U.S. dividend-paying companies that adhere to ESG standards. With a focus on current income and growth, UDI operates within the competitive asset management sector, offering investors exposure to dividend-focused ESG investments. The fund has a beta of 0.70 and a market cap of $4.11M.
What Is the Investment Thesis for UDI?
USCF ESG Dividend Income Fund (UDI) presents an investment opportunity for those seeking current income and growth of income through dividend-paying stocks that meet ESG criteria. With a beta of 0.70, UDI offers relatively lower volatility compared to the broader market. Key to UDI's potential is the increasing investor demand for ESG-focused investments, which could drive inflows into the fund. The fund's focus on dividend-paying stocks provides a steady income stream, making it attractive to income-seeking investors. However, the fund's small market capitalization of $4.11M poses liquidity risks. The absence of a dividend yield may deter some income investors. Success hinges on UDI's ability to attract and retain assets under management by delivering competitive returns while adhering to its ESG mandate.
Based on FMP financials and quantitative analysis
UDI Key Highlights
Market capitalization of $4.11M indicates a small-cap fund with potential for growth but also higher volatility.
- Beta of 0.70 suggests lower volatility compared to the overall market, potentially appealing to risk-averse investors.
- Focus on ESG criteria aligns with growing investor interest in socially responsible investments.
- Investment strategy targeting dividend-paying stocks aims to provide a steady income stream.
- Absence of current dividend yield may deter some income-focused investors.
Who Are UDI's Competitors?
UDI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BNDS Infrastructure Capital Bond Income ETF | $50.22 | -0.13% | $17.6M | 46 |
| EFRA iShares Environmental Infrastructure and Industrials ETF | $36.02 | -1.07% | $5.77M | 46 |
| EXUS Macquarie Focused International Core ETF | $28.83 | -0.07% | $5.83M | 44 |
| GBLD Invesco MSCI Green Building ETF | $18.73 | -0.66% | $5.53M | 44 |
| ICTVX ICON Utilities and Income Fund Investor | $11.25 | +0.09% | $53.6M | 55 |
| JMM Nuveen Multi-Market Income Fund | $5.76 | -0.51% | $54.5M | 56 |
| PGZ Principal Real Estate Income Fund | $10.01 | -0.60% | $67.0M | 56 |
| MFD Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund | $8.45 | -2.20% | $72.2M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are UDI's Key Strengths?
Focus on ESG criteria aligns with growing investor demand.
- Investment strategy targeting dividend-paying stocks provides a steady income stream.
- Relatively low beta of 0.70 suggests lower volatility.
- Potential for growth in the expanding ESG investment market.
What Are UDI's Weaknesses?
Small market capitalization of $4.11M poses liquidity risks.
- Absence of current dividend yield may deter some income investors.
- Limited brand recognition compared to larger asset managers.
- Reliance on USCF's management expertise.
What Could Drive UDI Stock Higher?
Increasing investor demand for ESG-focused investments driving inflows.
- Continued low interest rates supporting demand for dividend income.
- Potential inclusion in ESG-focused indices and benchmarks.
- Launch of new ESG-related investment products and strategies by USCF.
What Are the Key Risks for UDI?
Small market capitalization leading to liquidity constraints.
- Changes in ESG standards and regulations impacting investment strategy.
- Market volatility affecting dividend-paying stocks.
- Competition from other ESG-focused funds.
- Dependence on USCF's investment management capabilities.
What Are the Growth Opportunities for UDI?
- Expanding ESG Investment Mandates: The increasing adoption of ESG mandates by institutional investors represents a significant growth opportunity for UDI. As more institutions allocate capital to ESG-focused investments, UDI can attract a larger share of assets under management by demonstrating a strong track record of ESG integration and performance. Timeline: Ongoing.
- Rising Demand for Dividend Income: With interest rates remaining low, the demand for dividend income is expected to remain strong. UDI's focus on dividend-paying stocks positions it to benefit from this trend, attracting investors seeking a steady stream of income in a low-yield environment. The global dividend market is estimated to be worth trillions of dollars, offering a vast pool of investment opportunities for UDI. Timeline: Ongoing.
- Product Innovation and Expansion: UDI can expand its product offerings by launching new ESG-focused funds that cater to different investment objectives and risk profiles. This could include funds focused on specific ESG themes, such as climate change or social justice, or funds that offer different levels of income and growth potential. By diversifying its product line, UDI can attract a wider range of investors and increase its assets under management. Timeline: 1-3 years.
- Strategic Partnerships and Alliances: UDI can form strategic partnerships with other asset managers, financial advisors, and ESG data providers to expand its distribution network and enhance its investment capabilities. These partnerships can provide access to new markets, clients, and investment insights, accelerating UDI's growth and strengthening its competitive position. Timeline: 1-2 years.
- Enhanced Marketing and Investor Education: UDI can invest in enhanced marketing and investor education initiatives to raise awareness of its ESG investment approach and attract new investors. This could include targeted advertising campaigns, educational webinars, and partnerships with financial influencers. By effectively communicating its value proposition, UDI can increase its visibility and attract a larger pool of potential investors. Timeline: Ongoing.
What Are UDI's Competitive Advantages?
- ESG Focus: Specialization in ESG investing differentiates UDI from traditional dividend income funds.
- Brand Recognition: USCF's established brand in the ETF market provides a level of trust and credibility.
- First-Mover Advantage: Early entry into the ESG dividend income space provides a competitive edge.
What Does UDI Do?
The USCF ESG Dividend Income Fund (UDI) was established to provide investors with a unique blend of income generation and environmental, social, and governance (ESG) considerations. The fund's core strategy involves investing in U.S. exchange-traded companies that not only pay dividends but also demonstrate a commitment to ESG principles. This dual focus aims to attract investors seeking both financial returns and socially responsible investments. UDI's investment approach involves a rigorous screening process to identify companies that meet specific ESG criteria, ensuring that the fund's holdings align with its stated objectives. The fund's portfolio typically consists of a diversified mix of dividend-paying stocks across various sectors, providing investors with exposure to a broad range of income-generating opportunities. UDI operates within the asset management industry, catering to investors who prioritize both income and ESG factors. As of 2026, UDI continues to refine its investment strategy and expand its reach within the growing market for ESG-focused investment products. The fund is managed by USCF, a firm known for its expertise in exchange-traded products.
What Products and Services Does UDI Offer?
- Invests in U.S. exchange-traded companies.
- Focuses on companies that pay dividends.
- Selects companies that meet specific ESG criteria.
- Aims to provide a high level of current income.
- Seeks growth of income for investors.
- Offers exposure to a diversified portfolio of dividend-paying stocks.
- Provides a way for investors to align their investments with their values.
How Does UDI Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking income and ESG-focused investments.
- Deploys capital into dividend-paying stocks that meet ESG standards.
What Industry Does UDI Operate In?
The asset management industry is undergoing a significant shift towards sustainable and responsible investing, with ESG factors becoming increasingly important to investors. Funds like UDI, which integrate ESG criteria into their investment process, are well-positioned to capitalize on this trend. The market for ESG investments is experiencing rapid growth, driven by increasing awareness of social and environmental issues. However, the industry is also becoming more competitive, with a growing number of asset managers launching ESG-focused products. UDI operates in a niche segment of the market, focusing on dividend-paying stocks that meet ESG criteria. Competitors like BNDS, CARU, EFRA, EXUS, and GBLD offer alternative income and ESG investment options, creating a competitive landscape for investor capital.
Who Are UDI's Key Customers?
- Individual investors seeking income and ESG alignment.
- Financial advisors looking for ESG-focused investment options for their clients.
- Institutional investors with ESG mandates.
UDI Financials
Bull Case vs Bear Case
Bull Case
- Focus on ESG criteria aligns with growing investor demand.
- Investment strategy targeting dividend-paying stocks provides a steady income stream.
- Relatively low beta of 0.70 suggests lower volatility.
- Potential for growth in the expanding ESG investment market.
Bear Case
- Small market capitalization of $4.11M poses liquidity risks.
- Absence of current dividend yield may deter some income investors.
- Limited brand recognition compared to larger asset managers.
- Reliance on USCF's management expertise.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
UDI Latest News
No recent news available for UDI.
UDI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for UDI.
Price Targets
Wall Street price target analysis for UDI.
UDI MoonshotScore
What does this score mean?
The MoonshotScore rates UDI 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
UDI Financial Services Stock FAQ
What does USCF ESG Dividend Income Fund do?
USCF ESG Dividend Income Fund (UDI) is an exchange-traded fund (ETF) designed to provide investors with a combination of current income and growth of income. It achieves this by investing in dividend-paying and dividend-growth companies within the U.S. equity market that also meet specific environmental, social, and governance (ESG) criteria.
What are the main risks for UDI?
The main risks for UDI include market risk, which affects the value of its holdings due to overall market fluctuations, and sector concentration risk, as the fund may be heavily invested in specific sectors. ESG investment risk is also present, as the fund's adherence to ESG criteria may limit its investment universe and potentially impact performance.
What are the key factors to evaluate for UDI?
Evaluate UDI on fundamentals, analyst consensus, and risk factors. USCF ESG Dividend Income Fund (UDI) presents an investment opportunity for those seeking current income and growth of income through dividend-paying stocks that meet ESG criteria. Not financial advice.
How frequently does UDI data refresh on this page?
UDI's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven UDI's recent stock price performance?
USCF ESG Dividend Income Fund (UDI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on ESG criteria aligns with growing investor demand. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider UDI overvalued or undervalued right now?
USCF ESG Dividend Income Fund (UDI) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research UDI before investing?
Before investing in USCF ESG Dividend Income Fund (UDI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding UDI to a portfolio?
Key strength of USCF ESG Dividend Income Fund (UDI): Focus on ESG criteria aligns with growing investor demand. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for UDI, limiting the depth of financial insights.
- Small market capitalization of UDI may result in higher volatility.