DVRUX Mutual Fund

DVRUX Mutual Fund (UBS US Dividend Ruler Fund Class P) is managed by UBS AG with $250.0M in net assets. DVRUX expense ratio is 0.65%, holding 32 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-07-09.

DVRUX performance shows a YTD return of 10.72%. The 1-year return is 16.93% and the 5-year return is 12.35%. DVRUX dividend yield stands at 1.36%, paid annually.

DVRUX top holdings include Microsoft Corp (7.4%), Broadcom Inc (6.9%), Taiwan Semiconductor Manufacturing Co Ltd (5.9%), Jpmorgan Chase (4.0%), Johnson & Johnson - Common (4.0%). Go to all DVRUX holdings, DVRUX sectors, or DVRUX dividends.

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