UBS Global Alloc;A (BNGLX.O)

At A Glance

You hold BNGLX.O in 0 portfolios

Net Asset Value

11.17USD

0.00 0.00%

09/19/2014

Category
Mixed Equity
YTD Return (Cumulative)
 6.38%
Classification
Flexible Portfolio
5 Year Return (Annualized)
 8.22%
Manager Benchmark
Lipper Flex Port Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 BNGLx

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyUBS Funds Class A
Inception Date06/30/1997
Portfolio Turnover49%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
UBS Global Asset Management
51 West 52nd Street
New York, NY 10019-6114

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio1.30%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee1.00%
Initial Investment$1,000
Subsequent Investments$100
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to maximize total return, consisting of capital appreciation and current income. Employs both core/value equity and fixed income strategies. At least 65% of assets invested in at least three countries (may include the US). The benchmark is the Global Securities Markets Index Mutual Fund Index.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
291
Consistent Return
 
281
Capital Preservation
 
3600
Low Expense
 
119
Tax Efficiency (U.S. only)
 
291

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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