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UBS Global Allocation P (BPGLX)

11.33
+0.52
+(4.81%)
At close: 8:03:52 PM EDT
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  • Previous Close 10.81
  • YTD Return -0.26%
  • Expense Ratio 1.17%
  • Category World Allocation
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 141.97M
  • Beta (5Y Monthly) 0.90
  • Yield 2.03%
  • 5y Average Return --
  • Holdings Turnover 82.00%
  • Last Dividend 0.24
  • Inception Date Jun 30, 1997

The fund will invest in securities and derivatives to gain exposure to equity, fixed income, and alternative asset class securities, including, but not limited to, convertible bonds and real estate securities, including real estate investment trusts and real estate operating companies. It may gain exposure to issuers located within and outside the United States, including securities of issuers in both developed (including the United States) and emerging markets countries.

UBS Asset Management

Fund Family

World Allocation

Fund Category

141.97M

Net Assets

1997-06-30

Inception Date

Performance Overview: BPGLX

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Trailing returns as of 4/9/2025. Category is World Allocation.

YTD Return

BPGLX
0.26%
Category
8.60%
 

1-Year Return

BPGLX
3.76%
Category
25.33%
 

3-Year Return

BPGLX
1.55%
Category
8.02%
 

5-Year Return

BPGLX
7.44%
Category
8.06%
 

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Holdings: BPGLX

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Sector Weightings

SectorBPGLX
Technology   26.76%
Healthcare   10.45%
Industrials   9.18%
Energy   4.15%
Utilities   2.64%
Real Estate   1.63%

Recent News: BPGLX

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Research Reports: BPGLX

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