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    UBS US Defensive Equity A (BEAAX)

    14.37 Up 0.01(0.07%) May 22
    Prev Close:14.36
    YTD Return*:4.34%
    Net Assets*:16.69M
    Yield*:N/A

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BEAAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Ubs Relationship Fds5.1417.02
    AAPL4.304.70
    JPM3.056.73
    MDLZ2.943.39
    PM2.8926.05

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:16.69M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:4.34%
    5y Avg Return:11.03%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.31%
    Beta (3y):0.95
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of its net assets in equity and/or equity-related instruments of U.S. companies. It will generally invest in equity securities of large and mid capitalization companies but is permitted to invest up to 15% of its net assets in small capitalization companies. In addition, up to 20% of the fund's net assets may be invested in securities of foreign companies in developed countries, including long and short positions in foreign equity securities and securities with equity-like characteristics. View More
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