USIPX Mutual Fund

USIPX Mutual Fund (UBS Ultra Short Income Fund Class P) is managed by UBS Asset Management (Americas) LLC with $271.2M in net assets. USIPX expense ratio is 0.25%, holding 155 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-05-29.

USIPX performance shows a YTD return of 1.47%. The 1-year return is 4.03% and the 5-year return is 2.70%. USIPX dividend yield stands at 3.11%, paid monthly.

USIPX top holdings include General Motors Financial Co., Inc. 4.58 2025-05-01 (4.0%), Gfort 2024-3A B 4.92 11/15/2028 (1.6%), Bank Of Nova Scotia 6.15 2027-06-04 (1.5%), Duke Energy Corp (1.5%), Mondelez International Inc Com A Npv (1.5%). Go to all USIPX holdings, USIPX sectors, or USIPX dividends.

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