BPGLX Mutual Fund
BPGLX Mutual Fund
UBS Global Allocation Fund class P
BPGLX Mutual Fund Overview
BPGLX Mutual Fund (UBS Global Allocation Fund class P) is managed by UBS Asset Management (Americas) LLC with $35.0M in net assets. BPGLX expense ratio is 1.18%, holding 697 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1992-08-31.
BPGLX performance shows a YTD return of 6.86%. The 1-year return is 19.44% and the 5-year return is 5.48%. BPGLX dividend yield stands at 1.93%, paid annually.
BPGLX top holdings include Pace International Equity Investments Fund Class P2 (11.8%), Ubs Emerging Markets Equity Opportunity Fund (5.2%), PACE High Yield Investments (5.0%), Ishares JP Morgan USD Emerging Markets Bond ETF (4.1%), Us T Bill Zcp 04/16/26 (3.2%). View all BPGLX holdings, sector breakdown, or dividend history.
BPGLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BPGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.