USIPX Mutual Fund

USIPX Mutual Fund (UBS Ultra Short Income Fund Class P) is managed by UBS Asset Management (Americas) LLC with $248.4M in net assets. USIPX expense ratio is 0.25%, holding 168 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-05-29.

USIPX performance shows a YTD return of 3.16%. The 1-year return is 3.92% and the 5-year return is 3.11%. USIPX dividend yield stands at 3.35%, paid monthly.

USIPX top holdings include General Motors Financial Company Inc 4.03% (4.0%), Gfort 2024-3A B 4.92 11/15/2028 (1.8%), Mufg Bank Ltd/New York Ny 0.00000% 0 2026-10-05 (1.5%), Ford Credit Auto Owner Trust 2021-Rev2 Ser 2021-2 Cl B Regd 144A P/P 1.91000000 (1.1%), Stellantis Financial Underwrit Sfuel 2025 Ba B 144A (1.1%). Go to all USIPX holdings, USIPX sectors, or USIPX dividends.

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