UBS US Small Cap Growth A
UBS Global Asset Management Americas Inc One North Wacker Drive Chicago, IL 60606
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Phone: 800-647-1568
| Category: | Small Growth | | Fund Family: | UBS Global Asset Management | | Net Assets: | 30.33M | | Year-to-Date Return: | -5.61% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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David N Wabnik
Lead Manager since
30-Sep-97 | | | Wabnik is the executive director, co-head of U.S. small cap growth equity at UBS. He has been a portfolio manager with the firm since 1995. Wabnik served as a small cap portfolio manager/senior research analyst with Value Line Asset Management for four years prior to joining the firm. He also served as a tax accountant and financial advisor at Morgan Stanley & Co. |
| 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 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small-capitalization companies. Small-capitalization companies are those companies with market capitalizations of $2.5 billion or less at the time of purchase. Investments in equity securities may include common stock and preferred stock. The fund may invest up to 20% of assets in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(18-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 131.92% |
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| Expense | BNSCX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$ 1,026 | $690 | | 5 Yr Expense Projection*: |
$ 1,388 | $1,094 | | 10 Yr Expense Projection*: |
$ 2,406 | $2,198 |
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0.31% Nasdaq 
0.17 (1.73%) 
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