UBS Mutual Funds List

Here you can find all mutual funds issued by UBS and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Issuer is UBS

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BNUEX	UBS International Sustainable Equity Fund	Foreign Large Cap Equities	Aug 31, 1993	1.00%	-4.27%	8.05%	2.03%	51
BPGLX	UBS Global Allocation Fund	Global Allocation	Aug 30, 1992	0.95%	-4.25%	6.42%	2.17%	65
DVRUX	UBS US Dividend Ruler Fund	Large Cap Value Equities	Jul 8, 2020	0.50%	-4.16%	—	8.12%	47
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Diversified	May 30, 2018	0.19%	-0.19%	—	1.92%	89
PASIX	PACE Alternative Strategies Investments	Multistrategy	Apr 9, 2006	1.88%	-0.69%	3.43%	11.01%	75
PCEMX	PACE International Emerging Markets Equity Investm...	Emerging Markets Diversified	Aug 23, 1995	1.20%	0.24%	7.49%	4.89%	87
PCGLX	PACE Global Fixed Income Investments	Global Bonds	Aug 23, 1995	0.84%	-2.31%	-0.01%	3.86%	19
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	Intermediate Core Bond	Aug 24, 1995	0.73%	2.45%	1.61%	4.44%	80
PCIEX	PACE International Equity Investments	Foreign Large Cap Equities	Aug 24, 1995	1.33%	-3.71%	9.12%	13.35%	66
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	Aug 24, 1995	0.61%	-0.22%	2.05%	5.56%	59
PCLCX	PACE Large Co Growth Equity Investments	Large Cap Growth Equities	Aug 24, 1995	0.88%	-12.90%	12.99%	23.71%	7
PCLVX	PACE Large Co Value Equity Investments	Large Cap Value Equities	Aug 24, 1995	1.07%	-1.59%	9.70%	13.64%	53
PCMNX	PACE Municipal Fixed Income Investments	Municipal Bonds	Aug 23, 1995	0.57%	-0.51%	1.82%	2.82%	54
PCSGX	PACE Small/Medium Co Growth Equity Investments	Small Cap Growth Equities	Aug 24, 1995	1.03%	-9.66%	9.03%	7.09%	7
PCSIX	PACE Strategic Fixed Income Investments	Intermediate Core-Plus Bond	Aug 24, 1995	0.66%	-0.44%	2.62%	5.29%	60
PCSVX	PACE Small/Medium Co Value Equity Investments	Small Cap Value Equities	Aug 24, 1995	1.02%	-0.12%	7.48%	3.55%	23
PHYPX	PACE High Yield Investments	High Yield Bonds	Apr 10, 2006	0.91%	-1.28%	5.42%	6.41%	56
PREAX	PACE Global Real Estate Securities Investments	REIT	Dec 17, 2006	1.45%	-3.35%	1.00%	2.59%	5
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	May 9, 1993	0.70%	-5.56%	8.64%	9.93%	38
QGRPX	UBS US Quality Growth At Reasonable Price Fund	Large Cap Growth Equities	Jul 8, 2020	0.50%	-14.31%	—	7.19%	12

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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