UTBPX Mutual Fund

UTBPX Mutual Fund (UBS Multi Income Bond Fund Class P) is managed by UBS Asset Management (Americas) LLC with $16.2M in net assets. UTBPX expense ratio is 0.65%, holding 241 positions across sectors including Financials, Industrials, Energy. Inception date: 1972-12-19.

UTBPX performance shows a YTD return of 0.32%. The 1-year return is 2.48% and the 5-year return is 0.29%. UTBPX dividend yield stands at 4.84%, paid monthly.

UTBPX top holdings include Fncl 5 7/25 (4.8%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 5.5% 13/07/2056 (3.9%), Nota Do Tesouro Nacional 10% Jan 01, 2037 (1.9%), Ally Financial Inc. 6.848 2030-01-03 (1.5%), Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 5% 20/07/2056 (1.5%). Go to all UTBPX holdings, UTBPX sectors, or UTBPX dividends.

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