UBS Engage For Impact FundEIPTX
Type
Mutual fund
Peer group
Global equity
Net assets
$24.3M
Expense ratio
0.25%
1-year return
+19.3%
3 years, a year
+13.2%
5 years, a year
—
Holdings
52
What it aims to do.
The Fund seeks to maximize total return, consisting of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| State Street Global Advisors | 6.36% |
| AVGO Broadcom Inc | 4.82% |
| MSFT Microsoft Corp | 4.70% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 4.13% |
| JOBY AstraZeneca PLC | 3.39% |
| JOBY Infineon Technologies AG | 3.05% |
| JOBY AIB Group PLC | 2.96% |
| AMZN Amazon.com Inc | 2.81% |
| JOBY Alcon AG | 2.79% |
| JOBY Iberdrola SA | 2.69% |
More on EIPTX.
- EIPTX overview
- EIPTX holdings
- EIPTX risk
- EIPTX costs
- EIPTX money in and out
- EIPTX share classes
- Compare EIPTX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.