BPGLX Mutual Fund

BPGLX Mutual Fund (UBS Global Allocation Fund class P) is managed by UBS Asset Management (Americas) LLC with $36.0M in net assets. BPGLX expense ratio is 1.18%, holding 697 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1992-08-31.

BPGLX performance shows a YTD return of 6.86%. The 1-year return is 18.72% and the 5-year return is 5.44%. BPGLX dividend yield stands at 1.93%, paid annually.

BPGLX top holdings include Pace International Equity Investments Fund Class P2 (11.8%), Ubs Emerging Markets Equity Opportunity Fund (5.2%), PACE High Yield Investments (5.0%), Ishares JP Morgan USD Emerging Markets Bond ETF (4.1%), Us T Bill Zcp 04/16/26 (3.2%). Go to all BPGLX holdings, BPGLX sectors, or BPGLX dividends.

BPGLX can be compared against other funds. Use BPGLX overlap to find shared positions, or BPGLX vs another fund for a side-by-side view. BPGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.