UBS US Equity Alpha Y
UBS Global Asset Management Americas Inc, One North Wacker Drive, Chicago, Illinois 6
Phone: 800-647-1568
| Category: | Large Blend | | Fund Family: | UBS Global Asset Management | | Net Assets: | 96.34M | | Year-to-Date Return: | 8.62% | | Yield: | 1.69% | | Morningstar Rating: | N/A | | 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: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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. It is nondiversified. |
| Last Dividend
(18-Dec-08):
| 0.11 | | Last Cap Gain
(19-Dec-07):
| 0.65 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 75.97% |
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| Expense | BEAYX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$539 | $577 | | 5 Yr Expense Projection*: |
$928 | $878 | | 10 Yr Expense Projection*: |
$2,019 | $1,747 |
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0.10 (1.34%)
