Nasdaq - Delayed Quote • USD
The UBS Funds - UBS U.S. Sustainable Equity Fund (BPEQX)
At close: March 31 at 8:01 PM EDT
Investment Information
- Min Initial Investment
- 2,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Ausdal Financial Partners Inc
- UBS Financial Services Inc
- Protected Investors of America
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- TD Ameritrade Institutional Services
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- TD Ameritrade Trust Company
- CommonWealth PPS
- LPL SAM Eligible - 6.18.2020
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Schwab Institutional NTF
- Dreyfus NTF
- Ameriprise Brokerage
- Federated TrustConnect NTF
- Schwab RPS SDE
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth NTF
- SunAmerica Securities Premier / Pinnacle
- Royal Alliance
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- Bear Stearns NTF
- DATALynx IMS
- Bear Stearns No-Load NTF
- WFA MF Advisory Updated 2.1.2021
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- TD Ameritrade Instl Services NTF
- Schwab RPS All
- Ameritas NTFN
- Scottrade TF
- Scottrade NTF
- TIAA-CREF Brokerage Services
- Thrivent Advisory Eligible
- Pershing FundVest NTF
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- Morgan Stanley - Ntwk/Rdm Only-Brokerage
- TD Ameritrade Institutional
- ING 401(k) Adv
- Met Life Resources MFSP Alliance List
- HD Vest - Vest Advisor
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 2.1.2021
- RBC Wealth Management-Wrap Eligible
- Investacorp NTF
- Vanguard TF
- DailyAccess Corporation Matrix
- DailyAccess Corporation Schwab
- LPL SWM - 6.18.2020
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- HD Vest
- Commonwealth (NTF)
- Commonwealth (PPS/Advisory)
Fund Summary
The fund invests in, or seeks exposure to companies based on various financial factors and fundamental sustainability factors such as environmental, social and governance performance of such companies. It invests at least 80% of its net assets in equity securities of U.S. companies. Investments in equity securities may include, but are not limited to, dividend-paying securities; common stock; preferred stock; equity securities of REITs; shares of investment companies, including ETFs; convertible securities; warrants and rights.
Fund Overview
Category | Large Blend |
Fund Family | UBS Asset Management |
Net Assets | 26.1M |
YTD Return | 5.39% |
Yield | 0.65% |
Morningstar Rating | |
Inception Date | Feb 22, 1994 |
Performance & Risk
YTD Return | 12.95% |
5y Average Return | 10.08% |
Rank in Category (ytd) | 10 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.31 |
Morningstar Risk Rating |
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