Skip to Content

UBS Engage For Impact P UEIPX

Quantitative rating as of
NAV / 1-Day Return
12.54  /  1.13 %
Total Assets
36.9 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Below Average
Longest Manager Tenure
2.29 years
Category
Investment Style
Large Blend
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
1.01%
Turnover
43%
Premium

Morningstar’s Analysis

Will UEIPX outperform in future?

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

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

Unlock our full analysis with Morningstar Premium