ESPTX Mutual Fund
ESPTX Mutual Fund
UBS International Sustainable Equity Fund Class P2
ESPTX Mutual Fund Overview
ESPTX Mutual Fund (UBS International Sustainable Equity Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $42.1M in net assets. ESPTX expense ratio is 0.25%, holding 66 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2020-10-30.
ESPTX performance shows a YTD return of 6.08%. The 1-year return is 17.49% and the 5-year return is 7.88%. ESPTX dividend yield stands at 1.79%, paid annually.
ESPTX top holdings include Equinor Asa - Adr (3.1%), Astrazeneca Plc Adr (3.0%), Banco Bilbao Vizcaya Argentaria S.A. Reg Shs (3.0%), ASML Holding NV (2.9%), Aib Group Plc (2.9%). View all ESPTX holdings, sector breakdown, or dividend history.
ESPTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ESPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.