UBS US Allocation B
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
Phone: 800-647-1568
| Category: |
Moderate Allocation |
| Fund Family: |
UBS Global Asset Management |
| Net Assets: |
2.70M |
| Year-to-Date Return: |
-2.30% |
| Yield: |
1.29% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Jan-96 |
|
Curt Custard
Lead Manager since
30-Apr-09 |
|
| Custard is a managing director and has been head of Global Investment Solutions at UBS Global Asset Management since March 2008. Custard is also a member of the UBS Global Asset Management Executive Committee. Prior to joining UBS Global Asset Management, Custard was global head of multi-asset solutions at Schroders since 2004. Prior to this, Custard was chief investment officer of the multi-asset and balanced business of Allianz Global Investors in London since 2000. Custard is a CFA charterholder. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks total return. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in US fixed income and equity securities. It's 80% policy is a ?non-fundamental? policy. The fund has a policy to provide its shareholders with at least 60 days? prior written notice of any change to the 80% policy. |
| Last Dividend
(18-Dec-09):
|
0.31 |
| Last Cap Gain
(12-Dec-01):
|
0.14 |
| Annual Holdings Turnover
|
111.00% |
| Average for Category:
|
87.10% |
|
| Expense |
PWTBX |
Category
Avg |
| Total Expense Ratio: |
1.90%
|
1.02% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
5.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$934 |
$643 |
| 5 Yr Expense Projection*: |
$1,288 |
$981 |
| 10 Yr Expense Projection*: |
$1,867 |
$1,907 |
|
|
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