UTBTX Mutual Fund

UTBTX Mutual Fund (UBS Multi Income Bond Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $122.8M in net assets. UTBTX expense ratio is 0.20%, holding 241 positions across sectors including Financials, Industrials, Energy. Inception date: 2023-10-12.

UTBTX performance shows a YTD return of 1.06%. The 1-year return is 3.41% and the 5-year return is 0.52%. UTBTX dividend yield stands at 4.68%, paid monthly.

UTBTX 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 UTBTX holdings, UTBTX sectors, or UTBTX dividends.

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