Ubs Total Return Fund Quote

UTBPX Fund  USD 13.32  0.05  0.38%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Ubs Total is trading at 13.32 as of the 30th of January 2025; that is 0.38% increase since the beginning of the trading day. The fund's open price was 13.27. Ubs Total 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. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in bonds andor instruments that provide exposure to bond markets. It will invest at least 50 percent of its net assets in securities that, at the time of purchase, are rated investment grade by an independent rating agency , but may invest up to 50 percent in securities rated below investment grade .. More on Ubs Total Return

Moving together with UBS Mutual Fund

  0.66PWTAX Ubs AllocationPairCorr
  0.66PWTYX Ubs AllocationPairCorr
  0.95PFXAX Pace Mortgage BackedPairCorr

UBS Mutual Fund Highlights

Fund ConcentrationUBS Asset Management Funds, Large Funds, Multisector Bond Funds, Multisector Bond, UBS Asset Management (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Ubs Total Return [UTBPX] is traded in USA and was established 30th of January 2025. Ubs Total is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of UBS Asset Management family. This fund at this time has accumulated 23.94 M in net assets with minimum initial investment of 2 M. Ubs Total Return is currently producing year-to-date (YTD) return of 0.37% with the current yeild of 0.0%, while the total return for the last 3 years was -0.72%.
Check Ubs Total Probability Of Bankruptcy

Instrument Allocation

Ubs Total Return Risk Profiles

Ubs Total Against Markets

Other Information on Investing in UBS Mutual Fund

Ubs Total 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 Total security.
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