USCF ESG Dividend Income Fund (UDI) Fund Overview
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Beta 0.70: the stock has moved about 30% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerUSCF ESG Dividend Income Fund (UDI) trades at $35.22. USCF ESG Dividend Income Fund (UDI) aims for high current income and income growth. The fund invests in U.S. dividend-paying and dividend-growth companies meeting ESG criteria. Sector: Financials.
Price as of · 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.
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 $0.01 billion.
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 $0.01 billion 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 $0.01 billion 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 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BNDS Infrastructure Capital Bond Income ETF | $48.70 | -0.04% | $17.0M | — |
| EFRA iShares Environmental Infrastructure and Industrials ETF | $34.33 | +0.89% | $5.50M | — |
| EXUS Macquarie Focused International Core ETF | $28.15 | +1.17% | $5.69M | — |
| GBLD Invesco MSCI Green Building ETF | $18.73 | -0.66% | $5.53M | — |
| EICA Eagle Point Income Company Inc. | $25.00 | +0.04% | $234M | 36 5-pillar |
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 $0.01 billion 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 Are the Key Risks for UDI?
Insider selling — insiders were net sellers of roughly $1.9M recently.
- 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
Insider Activity
12 transactions · 0 purchases, 2 sales, 10 other transactions · 5 identified insiders · most recent available transactions. Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
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 $0.01 billion 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 · March 2026
UDI Latest News
No recent news available for UDI.
UDI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for UDI.
Price Targets
Wall Street price target analysis for UDI.
UDI MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for UDI; grades run from A+ (80-100) to F (below 30).
UDI Financials Stock FAQ
What do analysts say about UDI stock?
Key valuation metrics and growth considerations will be assessed in the AI analysis. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Small market capitalization of UDI may result in higher volatility.