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    UBS US Defensive Equity C (BEACX)

    13.17 Up 0.02(0.15%) Apr 1
    Prev Close:13.15
    YTD Return*:3.35%
    Net Assets*:16.60M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for BEACX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Ubs Relationship Fds5.1417.38
    AAPL4.30-0.66
    JPM3.051.56
    MDLZ2.941.84
    PM2.8912.85

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:16.6M
    Category:Large Blend
    Annual Report Expense Ratio (net):2.25%

    Performance & Risk

    YTD Return:3.35%
    5y Avg Return:11.22%
    Rank in Category (ytd):18
    % Rank in Category (ytd):1.09%
    Beta (3y):0.96
    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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