UBS Multi Income Bond FundUTBAX

MUTUAL FUNDUBS Asset Management
Type
Mutual fund
Peer group
Taxable bond
Net assets
$109.8M
Expense ratio
0.90%
1-year return
+3.9%
3 years, a year
+3.7%
5 years, a year
+0.4%
Holdings
242

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
Umbs, Tba4.35%
Umbs, Tba4.29%
Umbs, Tba4.29%
State Street Global Advisors3.50%
Umbs, Tba3.32%
Government National Mortgage Association2.37%
Umbs, Tba2.35%
JOBY Nota Do Tesouro Nacional1.82%
ALLY Ally Financial Inc1.66%
Government National Mortgage Association1.65%

More on UTBAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.