2 / 5 Stars
2 2 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#40 in World Allocation
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.
The fund has returned 14.20 percent over the past year, 5.34 percent over the past three years, 10.37 percent over the past five years, and 5.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||5.1%|
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund will invest in physical securities and derivatives to gain exposure to equity, fixed income, and alternative asset class securities, including, but not limited to, convertible bonds and real estate securities, including real estate investment trusts and real estate operating companies. It may gain exposure to issuers located within and outside the United States, including securities of issuers in both developed (including the United States) and emerging markets countries.
Fees are Low compared to funds in the same category.
UBS Global Allocation Fund has an expense ratio of 1.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.