UBS US Equity Alpha A
UBS Global Asset Management Americas Inc One North Wacker Drive Chicago, IL 60606
Phone: 800-647-1568
| Category: | Large Blend | | Fund Family: | UBS Global Asset Management | | Net Assets: | 31.50M | | Year-to-Date Return: | 32.42% | | Yield: | 0.97% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Sep-06 |
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John C. Leonard
Lead Manager since
26-Sep-06 | | | Leonard is global head of equities with overall responsibility for the equities business. Prior to joining UBS in 1991, he worked as an investment analyst at a real estate management company. Leonard holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities of US companies. It may invest in equity securities of large- and mid-capitalization companies but is permitted to invest up to 15% of assets in small capitalization companies. The fund may maintain both long positions and short positions in equity securities and securities with equity-like characteristics. In addition, up to 20% of the fund's net assets may be invested in securities of foreign companies in developed countries. |
| Last Dividend
(18-Dec-08):
| 0.07 | | Last Cap Gain
(19-Dec-07):
| 0.65 | | Annual Holdings Turnover
| 154.00% | | Average for Category:
| 78.74% |
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| Expense | BEAAX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$N/A | $781 | | 5 Yr Expense Projection*: |
$N/A | $1,299 | | 10 Yr Expense Projection*: |
$N/A | $2,389 |
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0.10 (1.34%)
