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.
- Number of Funds
- 24
- Avg. Expense Ratio
- 0.88%
- Avg. 1 Year Return
- 18.82%
- Avg. 5 Year Return
- 4.87%
- Median Risk/Return Score
- 45 / 100
UBS Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | May 30, 2018 | 0.19% | 28.52% | — | 1.49% | 93 | ||||||||
| PACE International Emerging Markets Equity Investm... | Emerging Markets Diversified | Aug 23, 1995 | 1.20% | 28.44% | 10.28% | 3.82% | 92 |
Explore top UBS Mutual Fund Categories and Asset Classes
UBS Bond Mutual fundsUBS Equity Mutual fundsUBS Multi-Asset Mutual fundsUBS Alternatives Mutual fundsUBS Real Estate Mutual fundsUBS Emerging Markets Diversified Mutual fundsUBS Foreign Large Cap Equities Mutual fundsUBS Global Bonds Mutual fundsUBS Intermediate Core Bond Mutual fundsUBS Intermediate Core-Plus Bond Mutual funds
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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5 Years
Best UBS Mutual funds by Risk/Return Score
The top UBS Mutual funds by PortfoliosLab Risk/Return Score are EMPTX (93) and PCEMX (92).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | 93 | — | May 2018 | |
| PACE International Emerging Markets Equity Investm... | 92 | — | Aug 1995 | |
| PACE Large Co Value Equity Investments | 78 | — | Aug 1995 | |
| UBS Global Allocation Fund | 77 | — | Aug 1992 | |
| UBS U.S. Allocation Fund | 76 | — | May 1993 |
Best-Performing UBS Mutual funds Over 5 Years
The top UBS Mutual funds is DVRUX (12.54%).
Across the lineup, UBS Mutual funds show an average 1-year return of 18.82% and an average 5-year return of 4.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| UBS US Dividend Ruler Fund | 12.54% | — | Jul 2020 | |
| UBS US Quality Growth At Reasonable Price Fund | 12.44% | — | Jul 2020 | |
| PACE Large Co Value Equity Investments | 11.23% | — | Aug 1995 | |
| PACE Large Co Growth Equity Investments | 10.02% | — | Aug 1995 | |
| PACE International Equity Investments | 9.74% | — | Aug 1995 |
Lowest-Cost UBS Mutual funds
The top UBS Mutual funds is EMPTX (0.19%).
With an average expense ratio of 0.88%, UBS Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | |
| UBS Sustainable Development Bank Bond Fund | 0.25% | — | Oct 2018 | |
| UBS Ultra Short Income Fund | 0.35% | — | May 2018 | |
| UBS US Dividend Ruler Fund | 0.50% | — | Jul 2020 | |
| UBS US Quality Growth At Reasonable Price Fund | 0.50% | — | Jul 2020 |
Highest-Yield UBS Mutual funds
The top UBS Mutual funds is PCLCX (19.78%).
Across the lineup, UBS Mutual funds show an average dividend yield of 6.06%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| PACE Large Co Growth Equity Investments | 19.78% | — | Aug 1995 | |
| UBS Engage For Impact Fund | 12.44% | — | Oct 2018 | |
| PACE Large Co Value Equity Investments | 12.17% | — | Aug 1995 | |
| PACE International Equity Investments | 11.97% | — | Aug 1995 | |
| PACE Alternative Strategies Investments | 10.56% | — | Apr 2006 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.