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UBS Emerging Markets Equity Opp P2 EMPTX

Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 7.60  /  0.00
  • Total Assets 472.4 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 25.0 Mil
  • Status Open
  • TTM Yield 3.17%
  • Turnover 65%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:08 PM GMT+0

Morningstar’s Analysis EMPTX

Will EMPTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

UBS Emerging Markets Equity Opp P2's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings EMPTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.14 40.1 Mil
Technology

Samsung Electronics Co Ltd

8.43 37.0 Mil
Technology

Tencent Holdings Ltd

5.59 24.6 Mil
Communication Services

Reliance Industries Ltd

4.93 21.6 Mil
Energy

PDD Holdings Inc ADR

4.82 21.1 Mil
Consumer Cyclical

Grupo Financiero Banorte SAB de CV Class O

4.52 19.9 Mil
Financial Services

Kweichow Moutai Co Ltd Class A

4.48 19.7 Mil
Consumer Defensive

HDFC Bank Ltd

4.35 19.1 Mil
Financial Services

PT Bank Central Asia Tbk

3.42 15.0 Mil
Financial Services

SK Hynix Inc

3.08 13.5 Mil
Technology