EIPTX Mutual Fund
EIPTX Mutual Fund
UBS Engage for Impact Fund Class P2
EIPTX Mutual Fund Overview
EIPTX Mutual Fund (UBS Engage for Impact Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $3,014.67 in net assets. EIPTX expense ratio is 0.25%, holding 52 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2021-02-23.
EIPTX performance shows a YTD return of 8.53%. The 1-year return is 11.55% and the 5-year return is 4.54%. EIPTX dividend yield stands at 2.49%, paid annually.
EIPTX top holdings include Broadcom Inc (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.7%), Taiwan Semi. Mfg. Co., Adr (4.1%), Astrazeneca Plc Adr (3.4%), Infineon Technologies AG Ordinary Shares (3.0%). View all EIPTX holdings, sector breakdown, or dividend history.
EIPTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EIPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.