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Ubs U.s. Allocation Fund Class P (0P00002QQ3)

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47.300 +0.040 +0.08%

01:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: UBS Asset Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 28.33M

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Ubs U.s. Allocation Fund Class P Overview

Find basic information about the Ubs U.s. Allocation Fund Class P mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002QQ3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US90262E4008)

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Rating

1-Year Change - 3.71%

Prev. Close47.26

Risk Rating

TTM Yield1.80%

ROE28.66%

IssuerUBS Asset Management

Turnover58%

ROA13.22%

Inception DateMay 10, 1993

Total Assets28.33M

Expenses0.76%

Min. Investment2,000,000

Market Cap257.96B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1011	982	1113	1194	1637	2171
Fund Return	1.15%	-1.83%	11.29%	6.09%	10.36%	8.06%
Place in category	670	658	301	233	59	65
% in Category	89	90	38	35	13	15

Top Equity Funds by UBS Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
PACE Large Co Growth Equity P	643.61M	-6.75	8.89	12.77
PACE Large Co Value Equity P	631.82M	4.61	9.36	8.65
PACE International Equity P	634.19M	9.20	8.43	6.51
PACE Small/Medium Co Value Equity P	215.76M	-1.28	2.09	6.82
PACE Small/Medium Co Growth Equity	208.3M	-4.30	1.93	7.95

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	105.79B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	53.17B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
10 Year Treasury Note Future Mar 25	-	7.50	-	-
E-Mini Russ 2000 Mar25 Xcme 20250321	-	3.69	-	-
Apple	US0378331005	3.44	202.14	-0.19%
NVIDIA	US67066G1040	3.31	112.20	+1.35%
Microsoft	US5949181045	3.29	385.73	-0.54%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

Name	Price	Chg.	Chg. %
UBS U.S. Allocati.	47.300	+0.040	+0.08%
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Value Partners Cl.	20.070	+0.290	+1.47%
Prudential Inflat.	4.703	+0.044	+0.93%
SBI Magnum Midcap.	139.975	+3.487	+2.56%
TRY/MYR	0.1159	+0.0001	+0.05%