Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
UBS Mutual Funds
View all of UBS’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
UBS Funds List
Share Class Type
1 to 25 of 76 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| PACE Alternative Strategies P | PASPX | Multistrategy | 3.30% | 45 | 1.720% | Above Average | No Load | $10,000 | ||
| PACE Alternative Strategies Y | PASYX | Multistrategy | 3.29% | 45 | 1.720% | Above Average | Institutional | $2.0 Mil | ||
| PACE Intermediate Fixed Income A | PIFAX | Intermediate Core Bond | — | −0.55% | 7 | 0.860% | Above Average | Front Load | $1,000 | |
| PACE Intermediate Fixed Income P | PCIFX | Intermediate Core Bond | — | −0.47% | 7 | 0.610% | Average | No Load | $10,000 | |
| PACE Intermediate Fixed Income Y | PIFYX | Intermediate Core Bond | — | −0.47% | 8 | 0.610% | High | Institutional | $2.0 Mil | |
| PACE International Equity A | PWGAX | Foreign Large Blend | 4.88% | 36 | 1.250% | Above Average | Front Load | $1,000 | ||
| PACE International Equity Invmt P2 | PWITX | Foreign Large Blend | 5.19% | 25 | 0.430% | Low | No Load | — | ||
| PACE International Equity P | PCIEX | Foreign Large Blend | 4.99% | 30 | 1.000% | Above Average | No Load | $10,000 | ||
| PACE International Equity Y | PWIYX | Foreign Large Blend | 4.97% | 34 | 1.000% | High | Institutional | $2.0 Mil | ||
| PACE Strategic Fixed Income A | PBNAX | Intermediate Core-Plus Bond | −1.28% | 19 | 1.050% | High | Front Load | $1,000 | ||
| PACE Strategic Fixed Income P | PCSIX | Intermediate Core-Plus Bond | −0.59% | 16 | 0.650% | Above Average | No Load | $10,000 | ||
| PACE Strategic Fixed Income Y | PSFYX | Intermediate Core-Plus Bond | −1.19% | 17 | 0.800% | High | Institutional | $2.0 Mil | ||
| SMA Relationship M | SRTMX | Muni National Interm | — | −0.67% | 76 | — | Low | No Load | — | |
| UBS US Allocation A | PWTAX | Moderate Allocation | 3.37% | 52 | 1.010% | Average | Front Load | $1,000 | ||
| UBS US Allocation P | PWTYX | Moderate Allocation | 3.47% | 48 | 0.750% | Average | Institutional | $2.0 Mil | ||
| UBS US Dividend Ruler P | DVRUX | Large Value | 3.87% | 77 | 0.500% | Below Average | No Load | $1,000 | ||
| UBS US Dividend Ruler P2 | DVRPX | Large Value | 4.02% | 78 | 0.150% | Low | Institutional | $25.0 Mil | ||
| UBS US Quality Growth At Rsnbl Prc P | QGRPX | Large Growth | 8.14% | 63 | 0.500% | Below Average | No Load | $1,000 | ||
| PACE Alternative Strategies A | PASIX | Multistrategy | 3.11% | 46 | 1.970% | Above Average | Front Load | $1,000 | ||
| PACE Alternative Strategies P2 | PAPTX | Multistrategy | 3.59% | 41 | 1.000% | Below Average | No Load | — | ||
| PACE Global Fixed Income Investments A | PWFAX | Global Bond | −3.21% | 62 | 1.030% | Above Average | Front Load | $1,000 | ||
| PACE Global Fixed Income Investments P | PCGLX | Global Bond | −3.27% | 63 | 0.840% | Above Average | No Load | $10,000 | ||
| PACE Global Fixed Income Investments Y | PWFYX | Global Bond | −3.78% | 64 | 0.870% | High | Institutional | $2.0 Mil | ||
| PACE High Yield A | PHIAX | High Yield Bond | 1.24% | 44 | 1.060% | High | Front Load | $1,000 | ||
| PACE High Yield P | PHYPX | High Yield Bond | 1.80% | 39 | 0.880% | Above Average | No Load | $10,000 |
UBS Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank