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UBS US Small Cap Growth A (BNSCX)

17.23 +0.29 (+1.71%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

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, but are not limited to, common stock and preferred stock; equity securities of real estate investment trusts ("REITs"); and exchange-traded funds ("ETFs"). The fund may invest up to 20% of its net assets in foreign securities.

Fund Overview

Category Small Growth
Fund Family UBS Asset Management
Net Assets 139.35M
YTD Return 12.55%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1998

Performance & Risk

YTD Return 5.51%
5y Average Return 8.33%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

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