UBS PACE Large Company Value Equity A
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
Phone: 800-647-1568
| Category: |
Large Value |
| Fund Family: |
UBS Global Asset Management |
| Net Assets: |
149.99M |
| Year-to-Date Return: |
-2.38% |
| Yield: |
0.94% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
27-Nov-00 |
|
Susan M. Byrne
Lead Manager since
01-Jul-00 |
|
| Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the team decides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund.Ms. Byrne has been an investment professional for over 35 years. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks capital appreciation and dividend income. The fund invests primarily in stocks of US companies that are believed to be undervalued. It normally invests at least 80% of net assets in equity securities issued by large capitalization companies which have total market capitalizations of $3.0 billion or greater. It may invest up to 20% of total assets in non-US securities. |
| Last Dividend
(17-Dec-09):
|
0.14 |
| Last Cap Gain
(18-Dec-07):
|
2.54 |
| Annual Holdings Turnover
|
87.00% |
| Average for Category:
|
69.44% |
|
| Expense |
PCPAX |
Category
Avg |
| Total Expense Ratio: |
1.24%
|
1.28% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.50%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.65% |
| 3 Yr Expense Projection*: |
$922 |
$599 |
| 5 Yr Expense Projection*: |
$1,194 |
$934 |
| 10 Yr Expense Projection*: |
$1,967 |
$1,838 |
|
|
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