UBS PACE Intermediate Fxd-Inc A
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
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Phone: 800-647-1568
| Category: | Intermediate-Term Bond | | Fund Family: | UBS Global Asset Management | | Net Assets: | 43.03M | | Year-to-Date Return: | 1.47% | | Yield: | 3.81% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-01 |
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Andrew J. Phillips
Lead Manager since
01-Dec-02 | | | Andrew J. Phillips, Managing Director and fixed income portfolio manager, is a member of the Investment Strategy Group and the Fixed Income Operating Committee. He is also Chairman of the monthly Account Review Meeting, which examines performance, compliance, and operations for all client portfolios. Prior to joining BlackRock in 1991, Mr. Phillips was a portfolio manager at Metropolitan Life Insurance Company. |
| 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 |
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| The investment seeks current income consistent with reasonable stability of principal. The fund normally invests at least 80% of assets in fixed income securities. Such investment may include US government, foreign government bonds and corporate bonds. It invests in bonds of varying maturities, but normally maintains a dollar-weighted average maturity of approximately three to ten years. The fund normally limits overall portfolio "duration" to between two and four and one-half years. It is nondiversified. |
| Last Dividend
(21-Jan-10):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 512.00% | | Average for Category:
| 231.70% |
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| Expense | PIFAX | Category
Avg | | Total Expense Ratio: | 0.93%
| 0.95% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.50%
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 752 | $454 | | 5 Yr Expense Projection*: |
$ 980 | $711 | | 10 Yr Expense Projection*: |
$ 1,634 | $1,437 |
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1.52% Nasdaq 0.00%
0.02 (0.17%) 
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