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OTC Markets OTCPK - Delayed Quote USD

UBS (Lux) EF Tech Opp (USD) P acc (0P00000AYC)

822.02
+9.75
+(1.20%)
At close: February 18 at 3:00:00 PM EST

Fund Summary

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UBS (Lux) EF Tech Opp (USD) P acc

5, rue Jean Monnet
+352 4 36 16 11

Fund Overview

Category --
Fund Family UBS Asset Management (Europe) S.A.
Net Assets --
YTD Return 1.86%
Yield 0.00%
Morningstar Rating
Inception Date Dec 01, 1997

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 185.73%
Average for Category --

Fees & Expenses

Expense 0P00000AYC Category Average
Annual Report Expense Ratio (net) 2.04% --
Prospectus Net Expense Ratio 2.04% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Scott is the Head of the Global Intrinsic Value Equity team and co-PM for our Global equity portfolios. He is also Director of Research (DOR); responsible for managing the 13-member analyst team and driving research quality standards across the Global Intrinsic Value platform. In 2012, Scott was promoted to the position of DOR for the US Intrinsic Value equity team. In this role, Scott managed a team of six sector-based analysts and lead company and industry-level research. Scott was also the lead portfolio manager of the Intrinsic Value equity team's Global Healthcare and UBS Healthcare Long/Short strategies. Prior to being named DOR and portfolio manager, Scott was a Senior Investment Analyst and Sector Head for the health care analyst team. His responsibilities included fundamental company and industry-level research.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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