UDBTX Mutual Fund
UDBTX Mutual Fund
UDBTX Mutual Fund
UBS Sustainable Development Bank Bond Fund Class P2
UDBTX Mutual Fund Overview
UDBTX Mutual Fund (UBS Sustainable Development Bank Bond Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $65.4M in net assets. UDBTX expense ratio is 0.15%, holding 80 positions across sectors including Financials. Inception date: 2020-10-30.
UDBTX performance shows a YTD return of -0.39%. The 1-year return is 2.33% and the 5-year return is 0.04%. UDBTX dividend yield stands at 3.86%, paid monthly.
UDBTX 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 UDBTX holdings, UDBTX sectors, or UDBTX dividends.
UDBTX can be compared against other funds. Use UDBTX overlap to find shared positions, or UDBTX vs another fund for a side-by-side view. UDBTX alternatives are available via the screener, along with tax-loss harvesting opportunities.