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UBS Emerging Markets Equity Opp P UEMPX

Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 7.42  /  +0.54 %
  • Total Assets 458.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 2.30%
  • Turnover 65%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis UEMPX

Will UEMPX outperform in future?

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

UBS Emerging Markets Equity Opp P'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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings UEMPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

8.92 39.7 Mil
Technology

Samsung Electronics Co Ltd

8.24 36.7 Mil
Technology

Tencent Holdings Ltd

4.17 18.6 Mil
Communication Services

Reliance Industries Ltd

4.12 18.4 Mil
Energy

Grupo Financiero Banorte SAB de CV Class O

4.07 18.1 Mil
Financial Services

PDD Holdings Inc ADR

3.94 17.6 Mil
Consumer Cyclical

Ping An Insurance (Group) Co. of China Ltd Class H

3.90 17.4 Mil
Financial Services

Kweichow Moutai Co Ltd Class A

3.83 17.1 Mil
Consumer Defensive

PT Bank Central Asia Tbk

3.77 16.8 Mil
Financial Services

HDFC Bank Ltd

3.64 16.2 Mil
Financial Services