UBS US Small Cap Growth A (BNSCX)
* As of 30-Sep-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Ubs Relationship Fds||4.49||N/A|
|iShares Russell 2000 Growth||1.90||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||15.35%|
|Rank in Category (ytd):||65|
|% Rank in Category (ytd):||8.71%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. Investments in equity securities may include common stock and preferred stock. The fund may invest up to 20% of its net assets in foreign securities. It may, but is not required to, use exchange-traded or over-the-counter derivative instrument. View More