UBS Asset Growth Fund

Scorecard
3 / 5 Stars
Lipper
4 3 1 2 3
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 120 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.75 percent over the past year, 6.34 percent over the past three years, and 14.20 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.9%
1 Year 18.8%
3 Years (Annualized) 6.3%
5 Years (Annualized) 14.2%
10 Years (Annualized) N/A

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Summary

The investment seeks to obtain superior long-term returns on capital. The fund employs an asset allocation strategy that seeks to achieve a return over the long term similar to the MSCI World Free Index (net), but with more stable volatility. It will primarily use passive index components and derivatives, including but not limited to futures and swaps, but also may invest directly in individual securities. The fund's passive index component will primarily utilize third-party passively managed exchanged-traded funds ("ETFs") to gain exposure to equity, fixed income, and alternative asset class securities.

Fees

Fees are Low compared to funds in the same category.
UBS Asset Growth Fund has an expense ratio of 1.40 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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