ESPTX Mutual Fund

ESPTX Mutual Fund (UBS International Sustainable Equity Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $44.2M in net assets. ESPTX expense ratio is 0.25%, holding 66 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2020-10-30.

ESPTX performance shows a YTD return of 9.05%. The 1-year return is 22.12% and the 5-year return is 8.77%. ESPTX dividend yield stands at 1.74%, paid annually.

ESPTX top holdings include Equinor Asa (3.1%), AstraZeneca PLC (3.0%), Banco Bilbao Vizcaya Argentaria S.A. Reg Shs (3.0%), Asml Holding Nv Unsponsored Adr Ordinary Shares (2.9%), Aib Group Plc (2.9%). Go to all ESPTX holdings, ESPTX sectors, or ESPTX dividends.

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