Morningstar

UBS Multi Income Bond Fund Class A UTBAX

Medalist Rating as of Aug 31, 2026 See UBS Investment Hub

Strategy

The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in bonds and/or instruments that provide exposure to bond markets. It will invest at least 50% of its net assets in securities that, at the time of purchase, are rated investment grade by an independent rating agency (or, if unrated, are deemed to be of comparable quality by the Advisor), but may invest up to 50% in securities rated below investment grade (also known as lower-rated or "junk bonds").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
UTBPX	UBS Multi Income Bond Fund Class P	Institutional	Open			Dec 19, 1972	$16.27M	0.650%	High	$2M	−$1.32M
UTBTX	UBS Multi Income Bond Fund Class P2	Institutional	Open			Oct 12, 2023	$122.64M	0.200%	Low	$25M	$86.06M
UTBAX	UBS Multi Income Bond Fund Class A	Front Load	Open			Sep 29, 2016	$255,183.00	0.900%	High	$1,000	−$39,883.38

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