Morningstar

UBS Mutual Funds

View all of UBS’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

UBS Funds List

Share Class Type

1 to 25 of 74 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
PACE International Equity APWGAXForeign Large Blend16.42%91.250%Above AverageFront Load$1,000
PACE International Equity Invmt P2PWITXForeign Large Blend17.15%60.430%LowNo Load$0
PACE International Equity PPCIEXForeign Large Blend16.66%81.000%Above AverageNo Load$10,000
PACE International Equity YPWIYXForeign Large Blend16.60%91.000%HighInstitutional$2.0 Mil
PACE Alternative Strategies PPASPXMultistrategy6.79%371.720%Above AverageNo Load$10,000
PACE Alternative Strategies YPASYXMultistrategy6.85%361.720%Above AverageInstitutional$2.0 Mil
PACE Intermediate Fixed Income APIFAXIntermediate Core Bond—6.28%40.860%Above AverageFront Load$1,000
PACE Intermediate Fixed Income PPCIFXIntermediate Core Bond—6.48%20.610%AverageNo Load$10,000
PACE Intermediate Fixed Income YPIFYXIntermediate Core Bond—6.48%20.610%HighInstitutional$2.0 Mil
PACE Strategic Fixed Income APBNAXIntermediate Core-Plus Bond6.13%171.050%HighFront Load$1,000
PACE Strategic Fixed Income PPCSIXIntermediate Core-Plus Bond6.34%130.650%AverageNo Load$10,000
PACE Strategic Fixed Income YPSFYXIntermediate Core-Plus Bond6.35%130.800%HighInstitutional$2.0 Mil
SMA Relationship MSRTMXMuni National Interm—1.97%870.000%LowNo Load$0
UBS International Sustainable Equity PBNUEXForeign Large Blend15.32%221.000%HighInstitutional$2.0 Mil
UBS US Allocation APWTAXModerate Allocation13.08%341.010%AverageFront Load$1,000
UBS US Allocation PPWTYXModerate Allocation13.30%310.750%AverageInstitutional$2.0 Mil
UBS US Dividend Ruler PDVRUXLarge Value20.28%80.500%Below AverageNo Load$1,000
UBS US Dividend Ruler P2DVRPXLarge Value20.63%60.150%LowInstitutional$25.0 Mil
UBS US Quality Growth At Rsnbl Prc PQGRPXLarge Growth20.35%620.500%Below AverageNo Load$1,000
PACE Alternative Strategies APASIXMultistrategy6.60%421.970%Above AverageFront Load$1,000
PACE Alternative Strategies P2PAPTXMultistrategy7.28%311.000%Below AverageNo Load$0
PACE Global Fixed Income Investments APWFAXGlobal Bond3.79%621.030%Above AverageFront Load$1,000
PACE Global Fixed Income Investments PPCGLXGlobal Bond3.87%610.840%Above AverageNo Load$10,000
PACE Global Fixed Income Investments YPWFYXGlobal Bond3.90%570.870%HighInstitutional$2.0 Mil
PACE High Yield APHIAXHigh Yield Bond7.57%381.060%HighFront Load$1,000

UBS Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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