UBS PACE Large Company Growth Eq A
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
Phone: 800-647-1568
| Category: |
Large Growth |
| Fund Family: |
UBS Global Asset Management |
| Net Assets: |
85.56M |
| Year-to-Date Return: |
11.84% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
27-Nov-00 |
|
Nick de Peyster
Lead Manager since
10-Oct-00 |
|
| Peyster is the lead portfolio manager. He is a principal of State Street Global Advisors and a senior portfolio manager for the US Active Quantitative Equity Team. He has substantial experience developing quantitative strategies and managing investment portfolios using quantitative disciplines. He began his investment career in 1989 and has been a portfolio manager since 1992. Peyster holds the Chartered Financial Analyst designation. |
| 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. The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. It normally invests at least 80% of net assets in equity securities issued by large capitalization companies that have total market capitalizations of $3 billion or greater at the time of purchase. It may invest up to 20% of total assets in non-US securities. |
| Last Dividend
|
N/A |
| Last Cap Gain
(18-Dec-07):
|
0.48 |
| Annual Holdings Turnover
|
95.00% |
| Average for Category:
|
99.57% |
|
| Expense |
PLAAX |
Category
Avg |
| Total Expense Ratio: |
1.20%
|
1.37% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.50%
|
5.38% |
| Max Deferred Sales Load: |
0.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$920 |
$632 |
| 5 Yr Expense Projection*: |
$1,194 |
$958 |
| 10 Yr Expense Projection*: |
$1,974 |
$1,894 |
|
|
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