EIPTX Mutual Fund

EIPTX Mutual Fund (UBS Engage for Impact Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $3,014.67 in net assets. EIPTX expense ratio is 0.25%, holding 52 positions across sectors including Information Technology, Materials, Financials. Inception date: 2021-02-23.

EIPTX performance shows a YTD return of 8.53%. The 1-year return is 11.55% and the 5-year return is 4.54%. EIPTX dividend yield stands at 2.49%, paid annually.

EIPTX top holdings include Broadcom Inc (4.8%), Microsoft Corp (4.7%), Taiwan Semiconductor - Adr (4.1%), AstraZeneca PLC (3.4%), Infineon Technologies AG Ordinary Shares (3.0%). Go to all EIPTX holdings, EIPTX sectors, or EIPTX dividends.

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