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Monday, December 28, 2009, 9:41PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
UBS US Large Cap Equity A (BNEQX)On Dec 28: 14.09  Down 0.01 (0.07%)  
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Profile  As of 30-Nov-09Get Profile for:
UBS US Large Cap Equity A
UBS Global Asset Management Americas Inc One North Wacker Drive Chicago, IL 60606
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Phone: 800-647-1568
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FUND OVERVIEW 
Category:Large Blend
Fund Family:UBS Global Asset Management
Net Assets:33.75M
Year-to-Date Return:27.94%
Yield:0.50%
Morningstar Rating:2 stars
Fund Inception Date:30-Jun-97
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
John C. Leonard
Lead Manager since 22-Feb-94
Leonard is global head of equities with overall responsibility for the equities business. Prior to joining UBS in 1991, he worked as an investment analyst at a real estate management company. Leonard holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
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
BNEQX can be purchased from brokerages.
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 OPERATIONS 
Last Dividend (18-Dec-08): 0.07
Last Cap Gain (18-Dec-08): 0.37
Annual Holdings Turnover 62.00%
Average for Category: 78.74%
FEES & EXPENSES 
ExpenseBNEQXCategory
Avg
Total Expense Ratio:% 1.08%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.50% 5.25%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$781
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,299
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,389
* Per $10,000 invested


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