UDBAX Mutual Fund

UDBAX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.35%
Dividend Yield (Current)
-
Holdings
80
Inception Date
Oct 30, 2020
Fund Family
UBS Asset Management (Americas) LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Bonds: 98.58%
Cash: 1.41%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

UDBAX Mutual Fund Overview

UDBAX Mutual Fund (UBS Sustainable Development Bank Bond Fund Class A) is managed by UBS Asset Management (Americas) LLC. UDBAX expense ratio is 0.35%, holding 80 positions across various sectors. Inception date: 2020-10-30.

UDBAX performance shows data across multiple time periods..

UDBAX top holdings include a diversified portfolio. Go to all UDBAX holdings, UDBAX sectors, or UDBAX dividends.

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