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 Dow Up 0.37% Nasdaq Up 0.56%

UBS US Large Cap Equity Y (BPEQX)

25.05 Down 0.06(0.24%) Jul 28
Prev Close:25.05
YTD Return*:9.97%
Net Assets*:139.39M
Yield*:0.90%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for BPEQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.3817.82
PM2.80-1.19
JPM2.770.43
PEP2.728.94
MDLZ2.698.07

Fund Basics

Morningstar Overall Rating:
Total Assets:139.39M
Category:Large Blend
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:9.97%
5y Avg Return:18.18%
Rank in Category (ytd):2
% Rank in Category (ytd):0.12%
Beta (3y):1.14
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 (plus borrowings for investment purposes, if any) in equity securities of US large capitalization companies. It defines large capitalization companies as those companies within the range of the largest and smallest company in the Russell 1000 Index at the time of purchase. The fund may invest up to 20% of its net assets in the securities of U.S. companies that have market capitalizations outside the range of the Russell 1000 Index and/or the securities of foreign companies in developed countries. View More
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