UBS PACE Small/Medium Company Gr Eq 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: | Mid-Cap Growth | | Fund Family: | UBS Global Asset Management | | Net Assets: | 32.76M | | Year-to-Date Return: | 32.37% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Nov-00 |
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Mark Thompson
Lead Manager since
31-Oct-05 | | | Thompson co-founded Riverbridge Partners in July of 1987. As Chief Investment Officer, he is responsible for coordinating the efforts of the Investment Team and overall portfolio compliance to Riverbridge Partners investment disciplines. He has over 27 years experience in the financial services industry. Prior to founding Riverbridge, Mark was employed with IDS Financial Corp. - now Ameriprise Financial Services, Inc. Thompson holds the Chartered Financial Analyst designation. |
| 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 capital appreciation. The fund invests primarily in stocks of emerging growth companies that are believed to have potential for high future earnings growth relative to the overall market. It normally invests at least 80% of net assets in equity securities issued by small/medium capitalization companies that have total market capitalizations of less than $6.0 billion. The fund may from time to time invest a significant portion of assets in the stocks of companies in various economic sectors, such as healthcare or technology. It may invest up to 10% of total assets in non-US securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(18-Dec-07):
| 2.60 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 125.67% |
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| Expense | PQUAX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.45% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 942 | $714 | | 5 Yr Expense Projection*: |
$ 1,229 | $1,046 | | 10 Yr Expense Projection*: |
$ 2,042 | $2,067 |
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0.17% Nasdaq 0.00%
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