PHDTX Mutual Fund

PHDTX Mutual Fund (Pace High Yield Investments Class P2) is managed by UBS Asset Management (Americas) LLC with $7.2M in net assets. PHDTX expense ratio is 0.57%, holding 1429 positions across sectors including Financials, Energy, Consumer Discretionary. Inception date: 2021-09-15.

PHDTX performance shows a YTD return of 0.16%. The 1-year return is 1.31% and the 5-year return is 3.51%. PHDTX dividend yield stands at 5.74%, paid monthly.

PHDTX top holdings include State Street Institutional US Government Money Market Fund (2.0%), Petroleos Mexicanos 6.50% 02 Jun 2041 (0.7%), Samarco Mineracao Sa 9.5 06-30-2031 (0.5%), 1261229 Bc Ltd 144A 10% Apr 15, 2032 (0.4%), Transdigm Inc 6.375% 05/31/33 (0.4%). Go to all PHDTX holdings, PHDTX sectors, or PHDTX dividends.

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