BNGEX Rating, Research - UBS Global Equity A

UBS Global Equity A (bngex)

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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 = 60

Threats + Weaknesses = 51

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

Fund Management Team

Fund Description Update

UBS Global Equity A (BNGEX) Description: BNGEX is a mutual fund, which is an investment that owns a basket of assets. The BNGEX 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 medium management tenure and is in the small fund size classification. BNGEXs minimum initial investment amount is $1000 while the IRA minimum is $0. BNGEXs expense ratio is roughly 2%. The latest BNGEXs front end load was 6% and the back end load was 0%. The UBS Global Equity A (BNGEX) mutual fund falls under the world stock category. BNGEX focuses its investments in EU and USA and BNGEX is not affiliated with a particular industry or fund sector. The UBS Global Equity A (BNGEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BNGEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BNGEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 75% of total assets in global equity securities (see equity research) of any market capitalization. It may invest the balance of the assets in issuers located outside of the U.S. The fund may invest up to 25% of total assets in stocks (see stock research) of issuers in emerging market countries. It may also invest up to 25% of total assets in global fixed income securities including emerging market debt.


Management Analysis Update


Performance Analysis Update