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
| Category: | Large Blend | | Fund Family: | UBS Global Asset Management | | Net Assets: | 34.99M | | Year-to-Date Return: | 24.42% | | Yield: | 0.52% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-97 |
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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. |
| 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 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. |
| Last Dividend
(18-Dec-08):
| 0.07 | | Last Cap Gain
(18-Dec-08):
| 0.37 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 70.87% |
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| Expense | BNEQX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 898 | $774 | | 5 Yr Expense Projection*: |
$ 1,153 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,881 | $2,366 |
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1.81% Nasdaq 
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