DVRPX Mutual Fund

DVRPX Mutual Fund (UBS US Dividend Ruler Fund Class P2) is managed by UBS AG with $19,682.51 in net assets. DVRPX expense ratio is 0.30%, holding 32 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2023-03-15.

DVRPX performance shows a YTD return of 0.93%. The 1-year return is 14.87% and the 5-year return is 14.04%. DVRPX dividend yield stands at 1.46%, paid annually.

DVRPX top holdings include Microsoft Corp (8.2%), Broadcom Inc (6.7%), Taiwan Semiconductor - Adr (5.1%), Linde Plc Ordinary Shares (4.0%), Jpmorgan Chase (4.0%). Go to all DVRPX holdings, DVRPX sectors, or DVRPX dividends.

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