2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#156 in Foreign Large Blend
U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.08 percent over the past year, 3.82 percent over the past three years, 15.24 percent over the past five years, and 5.23 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||15.2%|
|10 Years (Annualized)||5.2%|
The investment seeks to maximize total return, consisting of capital appreciation and current income by investing primarily in the equity securities of non-US issuers. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. It will, under normal market conditions, invest primarily (at least 65% of its total assets) in companies organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Up to 35% of the fund's assets may be invested in U.S. equity securities.
Fees are Above Average compared to funds in the same category.
UBS Global Sustainable Equity Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.