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This is a list of UBS Asset Management Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on UBS Asset Management Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for UBS Asset Management Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for UBS Asset Management Funds.
This page includes relevant dividend information on UBS Asset Management Funds.
The table below illustrates valuable information regarding the primary fund manager for UBS Asset Management Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in UBS Asset Management Funds.
This list includes asset allocation proportions of the underlying holdings for UBS Asset Management Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|UBS Select Treasury Preferred Fund||Other (STPXX)||Money Market||$17,886.12||0.00%||13.66%||0.18%||12.77|
|UBS Select Treasury Institutional Fund||Inst (SETXX)||Money Market||$14,614.30||0.00%||10.97%||0.18%||16.2|
|UBS Select Prime Institutional Fund||Inst (SELXX)||Money Market||$10,497.50||0.00%||7.48%||0.18%||21.82|
|UBS Select Government Preferred Fund||Other (SGPXX)||Money Market||$8,338.89||0.00%||71.19%||0.18%||3.93|
|UBS Select Government Institutional Fund||Inst (SEGXX)||Money Market||$5,100.78||0.00%||70.89%||0.18%||3.85|
|UBS Prime Reserves Fund||Other (UPRXX)||Money Market||$4,493.33||0.00%||48.26%||0.18%||4.37|
|UBS Select Prime Investor Fund||Other (SPIXX)||Money Market||$3,934.89||0.00%||9.07%||0.57%||11.84|
|UBS Select Government Capital Fund||Other (SGKXX)||Money Market||$3,062.14||0.00%||94.52%||0.36%||N/A|
|UBS Select Prime Preferred Fund||Other (SPPXX)||Money Market||$2,739.14||0.00%||60.72%||0.18%||12.77|
|UBS Prime Investor Fund||Inv (UPIXX)||Money Market||$2,534.48||0.00%||6.28%||0.58%||4.37|
|UBS Ultra Short Income Fund||A (USIAX)||Ultrashort Bond||$2,423.88||-0.10%||71.56%||0.47%||2.01|
|UBS Select Treasury Investor Fund||Other (STRXX)||Money Market||$2,328.50||0.00%||37.09%||0.58%||12.77|
|UBS Tax-Free Reserves Fund||Other (STFXX)||Money Market||$1,603.92||0.00%||96.81%||0.18%||12.77|
|UBS Prime Preferred Fund||Other (UPPXX)||Money Market||$1,409.77||0.00%||77.37%||0.18%||4.37|
|UBS Select Treasury Capital Fund||Other (STCXX)||Money Market||$1,270.88||2.13%||0.10%||0.37%||N/A|
|UBS Select Government Investor Fund||Inv (SGEXX)||Money Market||$1,102.14||0.00%||70.79%||0.62%||3.79|
|PACE Large Co Growth Equity Investments||Other (PCLCX)||U.S. Large-Cap Growth Equity||$1,097.14||3.53%||78.46%||0.90%||24.43|
|PACE Large Co Value Equity Investments||Other (PCLVX)||U.S. Large-Cap Value Equity||$835.47||-19.38%||86.38%||1.21%||24.43|
|PACE International Equity Investments||Other (PCIEX)||International and Foreign Large-Cap Blend Equity||$820.39||-5.09%||56.96%||1.60%||24.43|
|UBS RMA Government Money Market Fund||Other (RMGXX)||Money Market||$787.03||0.00%||64.81%||0.49%||3.94|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
UBS Asset Management is a company that sells mutual funds with $88,801M in assets under management. The average expense ratio from all mutual funds is 0.34%. 73.81% of all the mutual funds are no load funds. The oldest fund launched was in 1972. The average manager tenure for all managers at UBS Asset Management is 11.17 years. The company offers investors 46 mutual funds, in terms of the number of individual fund symbols.
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