UDBAX Mutual Fund

TER0.35%

Holdings80

UDBAX Mutual Fund

UBS Sustainable Development Bank Bond Fund Class A

TER0.35%

Holdings80

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

0.35%

Dividend Yield (Current)

Holdings

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%

Price Chart (6M)

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Top Holdings

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Ticker	Name	Weight

Download all 80 holdings for UDBAX

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Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

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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. View all UDBAX holdings, sector breakdown, or dividend history.

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