UBS PACE Large Company Value Equity B
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: |
1.45M |
| Year-to-Date Return: |
3.47% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
27-Nov-00 |
|
Susan M. Byrne
Lead Manager since
01-Jul-00 |
|
| Byrne is the founder, chairman and chief investment officer of Westwood Management Corp., a registered investment advisor. Founded in 1983. She is a member of both the New York and Dallas Societies of Securities Analysts. Byrne has over thirty-six years of Wall Street portfolio management and plan sponsor experience. |
| 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
|
N/A |
| Last Cap Gain
(18-Dec-07):
|
2.54 |
| Annual Holdings Turnover
|
105.00% |
| Average for Category:
|
56.64% |
|
| Expense |
PCPBX |
Category
Avg |
| Total Expense Ratio: |
1.98%
|
1.31% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.34% |
| Max Deferred Sales Load: |
5.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$936 |
$595 |
| 5 Yr Expense Projection*: |
$1,297 |
$913 |
| 10 Yr Expense Projection*: |
$1,929 |
$1,795 |
|
|
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