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% | 95.30B | Feb 2019 | UEIPX vs VTWAX |
Best Risk-Adjusted Alternatives to UEIPX
UEIPX has a PortfoliosLab risk / return rank of 46. There are 103 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | UEIPX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | UEIPX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | UEIPX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | UEIPX vs FMIEX | |
| Polaris Global Value Fund | 90 | — | May 1998 | UEIPX vs PGVFX |
Top Performing UEIPX Alternatives (YTD)
UEIPX is at 8.16% YTD. There are 159 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.74% | — | Nov 2016 | UEIPX vs PGTIX | |
| Oberweis Global Opportunities Fund | 26.27% | — | Jan 1987 | UEIPX vs OBEGX | |
| LSV Global Value Fund | 23.68% | — | Jun 2014 | UEIPX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | UEIPX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.13% | — | — | UEIPX vs YFSNX |
Lowest Volatility Alternatives to UEIPX
UEIPX has 13.43% 1-year volatility. There are 99 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.98% | 2.00B | Dec 2013 | UEIPX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | UEIPX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | UEIPX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | UEIPX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | UEIPX vs SGMAX |
Lowest Drawdown Alternatives to UEIPX
UEIPX has a 1-year max drawdown of -10.59%. There are 126 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | UEIPX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | UEIPX vs SVTAX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 86 | 22.43% | — | May 2018 | UEIPX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 9 | 1.87% | — | Jul 2020 | UEIPX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 39 | 1.29% | — | Dec 1972 | UEIPX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 48 | 10.43% | — | Jul 2020 | UEIPX vs DVRUX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 49 | 16.81% | — | Aug 1995 | UEIPX vs PCSVX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 58 | 7.27% | — | May 1993 | UEIPX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 76 | 1.36% | — | Aug 1995 | UEIPX vs PCMNX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | UEIPX vs USIAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 57 | 2.92% | — | Aug 1995 | UEIPX vs PCGTX | |
| UBS Global Allocation Fund | Global Allocation | 66 | 7.47% | — | Aug 1992 | UEIPX vs BPGLX |
Often Compared With UEIPX
Investors most often compare UEIPX with BNUEX, PASIX, SGSCX. These 15 comparison targets span 4 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