UBS Emerging Markets Equity Opportunity Fund (EMPTX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EMPTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EMPTX
EMPTX charges 0.19% annually. There are 9 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | EMPTX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | EMPTX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | EMPTX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EMPTX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EMPTX vs FERGX |
Best Risk-Adjusted Alternatives to EMPTX
EMPTX has a PortfoliosLab risk / return rank of 77. There are 34 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | EMPTX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | EMPTX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | EMPTX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | EMPTX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | EMPTX vs DEMAX |
Top Performing EMPTX Alternatives (YTD)
EMPTX is at 19.01% YTD. There are 57 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | EMPTX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | EMPTX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | EMPTX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | EMPTX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | EMPTX vs GMAQX |
Lowest Volatility Alternatives to EMPTX
EMPTX has 23.77% 1-year volatility. There are 148 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | EMPTX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | EMPTX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | EMPTX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | EMPTX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | EMPTX vs FGKPX |
Lowest Drawdown Alternatives to EMPTX
EMPTX has a 1-year max drawdown of -14.50%. There are 130 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | EMPTX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | EMPTX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | EMPTX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EMPTX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EMPTX vs COBYX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include QGRPX, DVRUX, UTBPX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Quality Factor, Large Cap Growth Equities | 8 | -0.43% | — | Jul 2020 | EMPTX vs QGRPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 57 | 10.95% | — | Jul 2020 | EMPTX vs DVRUX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 32 | 0.12% | — | Dec 1972 | EMPTX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 74 | 19.06% | — | Aug 1995 | EMPTX vs PCSVX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 66 | -0.20% | — | Aug 1995 | EMPTX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 55 | 6.12% | — | May 1993 | EMPTX vs PWTYX | |
| UBS Global Allocation Fund | Global Allocation | 68 | 6.81% | — | Aug 1992 | EMPTX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 58 | 2.13% | — | Aug 1995 | EMPTX vs PCGTX | |
| PACE Alternative Strategies Investments | Multistrategy | 43 | 2.56% | — | Apr 2006 | EMPTX vs PASIX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | EMPTX vs USIAX |
Often Compared With EMPTX
Investors most often compare EMPTX with SSKEX, NEMIX, BEMIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare EMPTX with Any Fund or Stock
Compare EMPTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EMPTX with funds that move differently
UBS Emerging Markets Equity Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMPTX.
Explore EMPTX Diversifiers