Ubs Emerging Markets Fund Quote
| EMPTX Fund | USD 7.83 0.03 0.38% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Ubs Emerging is trading at 7.83 as of the 26th of November 2024; that is 0.38% up since the beginning of the trading day. The fund's open price was 7.8. Ubs Emerging has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ubs Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities that are tied economically to emerging market countries. It may invest in stocks of companies of any size. The fund will generally hold the stocks of between 20 to 40 issuers. More on Ubs Emerging Markets
Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, UBS Asset Management (View all Sectors) |
| Update Date | 30th of September 2024 |
Ubs Emerging Markets [EMPTX] is traded in USA and was established 26th of November 2024. Ubs Emerging is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of UBS Asset Management family. This fund currently has accumulated 343.73 M in assets under management (AUM) with no minimum investment requirementsUbs Emerging Markets is currently producing year-to-date (YTD) return of 3.72% with the current yeild of 0.03%, while the total return for the last 3 years was -6.2%.
Check Ubs Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| YNDX | Yandex NV | Stock | Communication Services | |
| INDA | iShares MSCI India | Etf | India Equity |
Ubs Emerging Top Holders
| BPGLX | Ubs Global Allocation | Mutual Fund | World Allocation | |
| BNGLX | Ubs Global Allocation | Mutual Fund | World Allocation |
Ubs Emerging Markets Risk Profiles
| Mean Deviation | 0.8398 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.31 | |||
| Risk Adjusted Performance | (0.01) |
Ubs Emerging Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs Emerging financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Emerging security.
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