Ubs Us is trading at 15.76 as of the 18th of March 2025; that is 1.55% up since the beginning of the trading day. The fund's open price was 15.52. Ubs Us has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. More on Ubs Small Cap
Ubs Small Cap [BNSCX] is traded in USA and was established 18th of March 2025. Ubs Us is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of UBS Asset Management family. This fund currently has accumulated 125.72 M in assets under management (AUM) with no minimum investment requirementsUbs Small Cap is currently producing year-to-date (YTD) return of 0.61%, while the total return for the last 3 years was -1.72%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Ubs Us financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Us security.