BNIEX : UBS International Sustainable Equity Fund Class A

BNIEX is a International Stocks Market Large Blend with HIGH fees.

BNIEX

UBS International Sustainable Equity Fund Class A

FI Score

32 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

32% FI Score
  • bniex
  • Mutual Fund
  • International Stocks
  • Large Blend

UBS International Sustainable Equity Fund Class A

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks to maximize total return, consisting of capital appreciation and current income by investing primarily in the equity securities of non-U.S. issuers. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. Under normal market conditions, the fund invests primarily (at least 65% of its total assets) in issuers organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Up to 35% of the fund's assets may be invested in U.S. equity securities.

Largest Holdings

Amount Holding
3.19% Sony Corp
2.58% Takeda Pharmaceutical Co Ltd
2.52% GlaxoSmithKline PLC
2.25% Ping An Insurance (Group) Co. of China Ltd Class H
2.12% PT Bank Central Asia Tbk
2.06% SAP SE
1.95% Banca Mediolanum
1.94% Aon PLC
1.94% Kao Corp
1.92% Unilever NV
1.89% Prudential PLC
1.85% Minebea Mitsumi Inc
1.84% Zurich Insurance Group AG
1.83% Mirvac Group
1.77% Nintendo Co Ltd
1.76% ASML Holding NV ADR
1.74% Sage Group (The) PLC
1.69% Koninklijke Ahold Delhaize NV
1.65% Alibaba Group Holding Ltd ADR
1.62% Axis Bank Ltd GDR
1.59% Santos Ltd
1.58% Cie Financiere Richemont SA
1.56% Spectris PLC
1.56% ORIX Corp
1.55% China Mobile Ltd

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo