UBS Engage For Impact Fund (UEIPX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UEIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UEIPX
UEIPX charges 0.85% annually. There are 81 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | UEIPX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | UEIPX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | UEIPX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | UEIPX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | UEIPX vs VTWAX |
Best Risk-Adjusted Alternatives to UEIPX
Among 252 mutual funds in the Global Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | UEIPX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | UEIPX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | UEIPX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | UEIPX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | UEIPX vs PGVFX |
Top Performing UEIPX Alternatives (YTD)
Among 252 mutual funds in the Global Equities category with YTD return data, the top-performing alternatives shown here go as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | UEIPX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | UEIPX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | UEIPX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | UEIPX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | UEIPX vs EPSYX |
Lowest Volatility Alternatives to UEIPX
Among 252 mutual funds in the Global Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | UEIPX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | UEIPX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | UEIPX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | UEIPX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | UEIPX vs SVTAX |
Lowest Drawdown Alternatives to UEIPX
Among 252 mutual funds in the Global Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | UEIPX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | UEIPX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | UEIPX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | UEIPX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | UEIPX vs SGMAX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Equities | 77 | 19.01% | — | May 2018 | UEIPX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Quality Factor, Large Cap Growth Equities | 8 | -0.43% | — | Jul 2020 | UEIPX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 32 | 0.12% | — | Dec 1972 | UEIPX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 57 | 10.95% | — | Jul 2020 | UEIPX vs DVRUX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 74 | 19.06% | — | Aug 1995 | UEIPX vs PCSVX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 66 | -0.20% | — | Aug 1995 | UEIPX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 55 | 6.12% | — | May 1993 | UEIPX vs PWTYX | |
| UBS Global Allocation Fund | Global Allocation | 68 | 6.81% | — | Aug 1992 | UEIPX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 58 | 2.13% | — | Aug 1995 | UEIPX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | UEIPX vs USIAX |
Often Compared With UEIPX
Investors most often compare UEIPX with PASIX, BNUEX, OBEGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare UEIPX with Any Fund or Stock
Compare UEIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UEIPX with funds that move differently
UBS Engage For Impact Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UEIPX.
Explore UEIPX Diversifiers