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

US Funds

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56.190 -0.190 -0.34%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 31.9M

Type: Fund

Market: United States

Issuer: UBS Asset Management

Asset Class: Equity

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0P00002QQ3 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.

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Rating

1-Year Change19.78%

Prev. Close56.38

Risk Rating

TTM Yield1.37%

ROE28.56%

IssuerUBS Asset Management

Turnover58%

ROA13.39%

Inception DateMay 10, 1993

Total Assets31.9M

Expenses0.76%

Min. Investment2,000,000

Market Cap248.73B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1175	1054	1233	1182	1626	2276
Fund Return	17.52%	5.43%	23.34%	5.72%	10.22%	8.57%
Place in category	121	36	92	183	50	49
% in Category	19	10	15	30	11	12

Top Equity Funds by UBS Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
PACE Large Co Growth Equity P	796.79M	29.65	8.66	14.02
PACE Large Co Value Equity P	704.19M	20.41	11.99	8.77
PACE International Equity P	663.7M	9.15	5.69	5.98
PACE Small/Medium Co Growth Equity	274.19M	20.49	1.39	9.88
PACE Small/Medium Co Value Equity P	289.55M	-0.63	-0.31	7.04

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.68B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	12.38	4.27	8.38
American Funds American Balanced R6	56.14B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.52	5.47	8.44
Fidelity Balanced	42.26B	18.78	6.78	9.81

Top Holdings

Name	ISIN	Weight %	Last	Change %
10 Year Treasury Note Future Sept 24	-	7.43	-	-
Microsoft	US5949181045	3.75	448.99	+1.28%
Apple	US0378331005	3.36	246.49	-0.52%
NVIDIA	US67066G1040	3.25	139.31	+3.14%
E-Mini Russ 2000 Sep24 Xcme 20240920	-	2.54	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS U.S. Allocati.	56.190	-0.190	-0.34%