UBS U.S. Bond B
UBS Global Asset Management Americas Inc One North Wacker Drive Chicago, IL 60606
Phone: 800-647-1568
| Category: |
Intermediate-Term Bond |
| Fund Family: |
UBS Global Asset Management |
| Net Assets: |
340.00K |
| Year-to-Date Return: |
0.75% |
| Yield: |
4.13% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
06-Nov-01 |
|
John A Penicook
Lead Manager since
31-Aug-95 |
|
| Penicook is the Global Head of Fixed Income at UBS Global Asset Management. Mr. Penicook has been a Managing Director of UBS Global Asset Management since 1995. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of assets (plus borrowings for investment purposes, if any) in U.S. bonds. The fund may invest in bonds of any maturity, but generally invests in securities having an initial maturity of more than one year. |
| Last Dividend
(21-Dec-07):
|
0.22 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
209.00% |
| Average for Category:
|
195.37% |
|
| Expense |
BNOBX |
Category
Avg |
| Total Expense Ratio: |
1.60%
|
1.01% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
4.17% |
| Max Deferred Sales Load: |
5.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$865 |
$478 |
| 5 Yr Expense Projection*: |
$1,189 |
$728 |
| 10 Yr Expense Projection*: |
$1,784 |
$1,448 |
|
|
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