Morningstar

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 Mutual Funds List

1 to 25 of 74 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
PACE International Equity Investments Class APWGAXForeign Large Blend
8.31%781.250%Above AverageFront Load$1,000
PACE Intermediate Fixed Income Investments Class PPCIFXIntermediate Core-Plus Bond—−2.24%150.610%Above AverageNo Load$10,000
PACE International Equity Investments Class PPCIEXForeign Large Blend
8.53%761.000%Above AverageNo Load$10,000
UBS Asset Management Strategic Income Fund Class A SharesCSOAXHigh Yield Bond—0.94%261.040%HighFront Load$2,500
UBS US Dividend Ruler Fund Class PDVRUXLarge Value
9.55%720.650%Below AverageNo Load$1,000
UBS Asset Management Strategic Income Fund Class I SharesCSOIXHigh Yield Bond—1.13%200.790%HighInstitutional$250,000
UBS Asset Management Floating Rate High Income Fund Institutional ClassCSHIXBank Loan—3.94%100.700%Below AverageInstitutional$250,000
UBS U.S. Allocation Fund Class PPWTYXModerate Allocation
7.28%300.770%AverageInstitutional—
UBS U.S. Allocation Fund Class APWTAXModerate Allocation
7.05%361.030%AverageFront Load$1,000
PACE Intermediate Fixed Income Investments Class APIFAXIntermediate Core-Plus Bond—−2.42%230.860%HighFront Load$1,000
PACE International Equity Investments Class P2PWITXForeign Large Blend
9.01%700.420%Below AverageNo Load$0
PACE Strategic Fixed Income Investments Class PPCSIXIntermediate Core-Plus Bond
−2.44%240.650%Above AverageNo Load$10,000
PACE Strategic Fixed Income Investments Class APBNAXIntermediate Core-Plus Bond
−2.62%340.900%HighFront Load$1,000
PACE Alternative Strategies Investments Class P2PAPTXMultistrategy—1.64%901.450%AverageNo Load$0
PACE High Yield Investments Class APHIAXHigh Yield Bond—−0.14%731.060%HighFront Load$1,000
PACE High Yield Investments Class PPHYPXHigh Yield Bond—0.05%630.880%Above AverageNo Load$10,000
UBS Asset Management Floating Rate High Income Fund ACHIAXBank Loan—3.93%100.950%LowFront Load$2,500
PACE International Emerging Markets Equity Investments Class APWEAXDiversified Emerging Mkts
23.77%511.450%Above AverageFront Load$1,000
UBS International Sustainable Equity Fund Class P2ESPTXForeign Large Blend
8.82%720.250%LowInstitutional$25M
PACE International Emerging Markets Equity Investments Class PPCEMXDiversified Emerging Mkts
23.99%491.200%AverageNo Load$10,000
PACE Small/Medium Co Growth Equity Investments Class PPCSGXSmall Growth
14.42%311.080%AverageNo Load$10,000
UBS International Sustainable Equity Fund Class ABNIEXForeign Large Blend
8.06%801.250%Above AverageFront Load$1,000
PACE Large Co Value Equity Investments Class APCPAXLarge Value
11.40%581.130%Above AverageFront Load$1,000
UBS Asset Management Strategic Income Fund Class C SharesCSOCXHigh Yield Bond—0.48%431.790%HighLevel Load$2,500
UBS Ultra Short Income Fund Class PUSIPXUltrashort Bond
2.75%280.250%LowNo Load$1,000

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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