UEIPX Mutual Fund

UEIPX Mutual Fund (UBS Engage for Impact Fund Class P) is managed by UBS Asset Management (Americas) LLC with $4.8M in net assets. UEIPX expense ratio is 0.85%, holding 52 positions across sectors including Information Technology, Materials, Financials. Inception date: 2018-10-24.

UEIPX performance shows a YTD return of 8.27%. The 1-year return is 10.75% and the 5-year return is 4.60%. UEIPX dividend yield stands at 2.61%, paid annually.

UEIPX top holdings include Broadcom Inc (4.8%), Microsoft Corp (4.7%), Taiwan Semiconductor - Adr (4.1%), AstraZeneca PLC (3.4%), Infineon Technologies AG Ordinary Shares (3.0%). Go to all UEIPX holdings, UEIPX sectors, or UEIPX dividends.

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