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Ubs (ch) Investment Fund - Equities Usa Passive I-x (0P00001QK6)

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4,263.850 +32.080    +0.76%
20/12 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.7B
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0015799809 
Asset Class:  Equity
UBS CH Investment Fund - Equities USA Passive I-X 4,263.850 +32.080 +0.76%

0P00001QK6 Overview

 
Find basic information about the Ubs (ch) Investment Fund - Equities Usa Passive I-x 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 0P00001QK6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change31.52%
Prev. Close4,231.77
Risk Rating
TTM YieldN/A
ROE32.85%
IssuerUBS Fund Management (Switzerland) AG
Turnover - 5.09%
ROA15.48%
Inception DateDec 11, 2003
Total Assets1.7B
Expenses0.01%
Min. InvestmentN/A
Market Cap254.72B
CategoryUS Large - Cap Blend Equity
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1237 1019 1310 1186 1744 2887
Fund Return 23.7% 1.91% 31.02% 5.86% 11.77% 11.18%
Place in category 724 746 769 646 362 142
% in Category 33 30 34 38 27 20

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 8.87B 34.35 9.07 12.32
  UBS CH Institutional Fund 2 EquiPAX 4.37B 28.57 7.61 9.70
  UBS CH Vitainvest 50 World U 4.34B 8.31 -0.67 2.51
  UBS CH Institutional Fund 2 EquiSCB 2.74B 11.45 -1.42 6.63
  UBS CH Institutional Fund 2 EquiSCA 2.74B 11.27 -1.61 6.40

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 8.87B 34.35 9.07 12.32
  UBS CH Institutional Fund 2 EquUSAA 2.02B 34.09 8.84 12.08
  UBS CH Institutional Fund 2 EquUSAX 2.02B 24.09 6.32 11.75
  Aktien USA Passiv CHF A1 2.13B 34.14 8.97 12.11
  Aktien USA Passiv CHF D3 2.13B 33.58 8.42 11.47

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.57 255.27 +0.31%
  NVIDIA US67066G1040 6.52 139.67 +3.69%
  Microsoft US5949181045 5.73 435.25 -0.31%
  Amazon.com US0231351067 3.49 225.06 +0.06%
  Meta Platforms US30303M1027 2.48 599.85 +2.49%

Technical Summary

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