UBS US Equity Alpha Y
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: |
23.57M |
| Year-to-Date Return: |
-3.41% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
26-Sep-06 |
|
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 |
|
|
|
| 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):
|
0.11 |
| Last Cap Gain
(19-Dec-07):
|
0.65 |
| Annual Holdings Turnover
|
154.00% |
| Average for Category:
|
80.36% |
|
| Expense |
BEAYX |
Category
Avg |
| Total Expense Ratio: |
1.27%
|
1.10% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$726 |
$768 |
| 5 Yr Expense Projection*: |
$1,248 |
$1,311 |
| 10 Yr Expense Projection*: |
$2,680 |
$2,413 |
|
|
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