UBS US Allocation B
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: | Moderate Allocation | | Fund Family: | UBS Global Asset Management | | Net Assets: | 2.75M | | Year-to-Date Return: | 21.01% | | Yield: | 1.19% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jan-96 |
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Curt Custard
Lead Manager since
30-Apr-09 | | | Custard is a managing director and has been head of Global Investment Solutions at UBS Global Asset Management since March 2008. Custard is also a member of the UBS Global Asset Management Executive Committee. Prior to joining UBS Global Asset Management, Custard was global head of multi-asset solutions at Schroders since 2004. Prior to this, Custard was chief investment officer of the multi-asset and balanced business of Allianz Global Investors in London since 2000. Custard is a CFA charterholder. |
| 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 total return. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in US fixed income and equity securities. It's 80% policy is a ?non-fundamental? policy. The fund has a policy to provide its shareholders with at least 60 days? prior written notice of any change to the 80% policy. |
| Last Dividend
(18-Dec-08):
| 0.28 | | Last Cap Gain
(12-Dec-01):
| 0.14 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
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| Expense | PWTBX | Category
Avg | | Total Expense Ratio: | 1.80%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | 5.00%
| 2.73% | | 3 Yr Expense Projection*: |
$ 866 | $631 | | 5 Yr Expense Projection*: |
$ 1,175 | $951 | | 10 Yr Expense Projection*: |
$ 1,676 | $1,858 |
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