SETXX Mutual Fund

NAV$1.00

Fund Essentials - as of May 31, 2026

Net Assets
-
Expense Ratio
0.18%
Dividend Yield (Current)
3.48%
Holdings
1
Inception Date
Mar 23, 2004
Fund Family
UBS Asset Management (Americas) LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.76%
1 Year+3.83%
3 Year+4.44%
5 Year+3.01%
10 Year+1.54%

Asset Allocation

Other: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
-Treasury Master Fund100.00%
Top 10 Concentration: 100.00%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.48%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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SETXX Mutual Fund Overview

SETXX Mutual Fund (UBS Select Treasury Institutional Fund) is managed by UBS Asset Management (Americas) LLC. SETXX expense ratio is 0.18%, holding 1 positions across sectors including Other. Inception date: 2004-03-23.

SETXX performance shows a YTD return of 1.76%. The 1-year return is 3.83% and the 5-year return is 3.01%. SETXX dividend yield stands at 3.48%, paid monthly.

SETXX top holdings include Treasury Master Fund (100.0%). View all SETXX holdings, sector breakdown, or dividend history.

SETXX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SETXX alternatives are available via the screener, along with tax-loss harvesting opportunities.