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UBS US Equity Alpha Y (BEAYX)

On Feb 9: 7.55 USD  Up 0.10 (1.34%)  
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UBS U.S. EQUITY ALPHA FUND CLAS Delayed quote dataEdit
Net Asset Value: 7.55
Trade Time: Feb 9
Change: Up 0.10 (1.34%)
Prev Close: 7.45
YTD Return*: -3.41%
Net Assets*: 23.57M
Yield*: N/A
* As of 31-Jan-10
UBS US Equity Alpha Y (BEAYX)
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 23.57M
Category: Large Blend
Total Expense Ratio: 1.27%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -3.41%
5y Avg Return: N/A
Rank in Category (ytd): 1790
% Rank in Category (ytd): 84%
Beta (3y): 1.20
Morningstar Risk Rating: High
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities of US companies. It may invest in equity securities of large- and mid-capitalization companies but is permitted to invest up to 15% of assets in small capitalization companies. The fund may maintain both long positions and short positions in equity securities and securities with equity-like characteristics. In addition, up to 20% of the fund's net assets may be invested in securities of foreign companies in developed countries.
Fund Profile


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