UDBPX Mutual Fund

UDBPX Mutual Fund (UBS Sustainable Development Bank Bond Fund Class P) is managed by UBS Asset Management (Americas) LLC with $13.4M in net assets. UDBPX expense ratio is 0.25%, holding 80 positions across sectors including Financials. Inception date: 2018-10-24.

UDBPX performance shows a YTD return of -0.37%. The 1-year return is 2.28% and the 5-year return is -0.05%. UDBPX dividend yield stands at 3.70%, paid monthly.

UDBPX top holdings include International Bank For Reconstruct Mtn 4.63% Jan 15, 2032 (4.5%), Inter-American Development Bank 4.38 07/16/2035 (3.5%), European Bank For Reconstruction & Development 4.25% 03/13/2034 (3.4%), International Bank For Reconstruct Mtn 4.38% Aug 27, 2035 (3.4%), Intl Bk Recon + Develop Sr Unsecured 05/32 4 4% 05/06/2032 (3.1%). Go to all UDBPX holdings, UDBPX sectors, or UDBPX dividends.

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