BNEQX Rating, Research - UBS Us Large Cap Equity A

UBS Us Large Cap Equity A (bneqx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 257

Threats + Weaknesses = 154

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bneqx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

UBS Us Large Cap Equity A (BNEQX) Description: BNEQX is a mutual fund, which is an investment that owns a basket of assets. The BNEQX mutual fund was provided by UBS and this investment vehicle derives the majority of its value from equity holdings (stocks). UBSs mutual fund has a long management tenure and is in the small fund size classification. BNEQXs minimum initial investment amount is $1000 while the IRA minimum is $0. BNEQXs expense ratio is roughly 1%. The latest BNEQXs front end load was 6% and the back end load was 0%. The UBS Us Large Cap Equity A (BNEQX) mutual fund falls under the large-cap mixed category. BNEQX focuses its investments in USA and BNEQX is not affiliated with a particular industry or fund sector. The UBS Us Large Cap Equity A (BNEQX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BNEQXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BNEQXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation over the long-term and a low level of current income. The fund invests primarily in equity securities (see equity research) of small-, medium- or large-capitalization companies, both domestic and foreign, in different industry sectors. It may also invest in third-party investment companies, including ETFs, open-end mutual funds, and other investment companies. The fund may, from time to time, have greater than 25%, but no more than 80%, of net assets concentrated in one industry or sector. It is non-diversified.


Management Analysis Update


Performance Analysis Update