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 $65.1M in net assets. UDBTX expense ratio is 0.15%, holding 80 positions across sectors including Financials, Other. Inception date: 2020-10-30.
UDBTX performance shows a YTD return of 0.33%. The 1-year return is 2.73% and the 5-year return is 0.43%. UDBTX dividend yield stands at 3.79%, paid monthly.
UDBTX top holdings include International Bank For Reconstruct Mtn 4.63% Jan 15, 2032 (4.5%), Inter-Ame 4.375% 07/16/35 (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%), International Bank For Reconstruct Mtn 4% May 06, 2032 (3.1%). View all UDBTX holdings, sector breakdown, or dividend history.
UDBTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UDBTX alternatives are available via the screener, along with tax-loss harvesting opportunities.