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UBS U.S. Large Cap Equity Y (BPEQX)

On Feb 9: 13.51 USD  Up 0.17 (1.27%)  
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UBS U S LARGE CAP EQ FD CL Y Delayed quote dataEdit
Net Asset Value: 13.51
Trade Time: Feb 9
Change: Up 0.17 (1.27%)
Prev Close: 13.51
YTD Return*: 1.02%
Net Assets*: 780.19M
Yield*: 1.07%
* As of 31-Dec-07
UBS U.S. Large Cap Equity Y (BPEQX)
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 780.19M
Category: Large Blend
Total Expense Ratio: 0.89%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 1.02%
5y Avg Return: 13.24%
Rank in Category (ytd): 1546
% Rank in Category (ytd): 73.97%
Beta (3y): 0.94
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities of US large capitalization companies. It defines large-capitalization companies as those with a market capitalization of at least $3 billion. The fund may invest up to 20% of assets in companies that have market capitalizations within the range of the Russell 1000 index but below $3 billion in market capitalization.
Fund Profile


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