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UBS US Defensive Equity A (BEAAX)

10.97 Up 0.06(0.55%) 19 Jun

Prev Close:10.97
YTD Return*:5.79%
Net Assets*:15.10M
Yield*:0.17%

* As of 28-Feb-13

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

Headlines

  • No Headlines available for BEAAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AMZN5.695.93
AAPL5.62-18.61
ADBE3.905.71
GD3.61-2.22
WFC3.614.27
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:15.1M
Category:Large Blend
Annual Report Expense Ratio (net):1.50%
Fund Profile | Holdings

Performance & Risk

YTD Return:5.79%
5y Avg Return:1.87%
Rank in Category (ytd):76
% Rank in Category (ytd):4.43%
Beta (3y):1.12
Morningstar Risk Rating:5
Performance Details | Risk Details

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 US 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
Fund Profile
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