UBS US Bond B
UBS Global Asset Management Americas Inc One North Wacker Drive Chicago, IL 60606
Map
Phone: 800-647-1568
| Category: | Intermediate-Term Bond | | Fund Family: | UBS Global Asset Management | | Net Assets: | 110.00K | | Year-to-Date Return: | 9.42% | | Yield: | 7.15% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-01 |
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Michael G. Dow
Lead Manager since
28-Oct-08 | | | Mr. Dow joined UBS Global Asset Management in February 2008 as Head of US Long Duration Fixed Income investments. He recently completed his Masters in applied Economics at the University of Chicago, prior to which he was a Senior Portfolio Manager at REAMS Asset Management Company and at PIMCO where he was employed for eight years. He has a total of 18 years investment industry experience. |
| 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 to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of assets (plus borrowings for investment purposes, if any) in U.S. bonds. It may invest in bonds of any maturity, but generally invests in securities having an initial maturity of more than one year.The fund generally invests in investment grade fixed income securities.It may also invest up to 20% of net assets in any combination of high yield securities, emerging market fixed income securities and fixed income securities of foreign issuers, including foreign governments. |
| Last Dividend
(22-Oct-09):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 247.00% | | Average for Category:
| 226.00% |
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| Expense | BNOBX | Category
Avg | | Total Expense Ratio: | 1.43%
| 0.96% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 902 | $459 | | 5 Yr Expense Projection*: |
$ 1,284 | $711 | | 10 Yr Expense Projection*: |
$ 2,008 | $1,433 |
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