PHDTX Mutual Fund

PHDTX Mutual Fund (Pace High Yield Investments Class P2) is managed by UBS Asset Management (Americas) LLC with $7.3M in net assets. PHDTX expense ratio is 0.57%, holding 1399 positions across sectors including Financials, Energy, Communication Services. Inception date: 2021-09-15.

PHDTX performance shows a YTD return of 1.95%. The 1-year return is 5.54% and the 5-year return is 3.74%. PHDTX dividend yield stands at 5.67%, paid monthly.

PHDTX top holdings include State Street Institutional US Government Money Market Fund (2.9%), Petroleos Mexicanos (0.6%), Samarco Mineracao Sa 9.5 06-30-2031 (0.4%), First Quantum Minerals Ltd (0.4%), PURCHASED USD / SOLD EUR (0.4%). Go to all PHDTX holdings, PHDTX sectors, or PHDTX dividends.

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