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Ubs (ch) Investment Fund - Equities Usa Passive I-b (0P00001QK5)

Switzerland

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3,831.500 +16.190 +0.42%

20/11 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 1.75B

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0015799742

Asset Class: Equity

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0P00001QK5 Overview

Find basic information about the Ubs (ch) Investment Fund - Equities Usa Passive I-b mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00001QK5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0015799742)

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Technical Chart

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Rating

1-Year Change31.77%

Prev. Close3,815.31

Risk Rating

TTM YieldN/A

ROE32.33%

IssuerUBS Fund Management (Switzerland) AG

Turnover - 5.09%

ROA14.76%

Inception DateJan 22, 2008

Total Assets1.75B

Expenses0.06%

Min. InvestmentN/A

Market Cap238.08B

CategoryUS Large - Cap Blend Equity

What is your sentiment on UBS CH Investment Fund - Equities USA Passive I-B?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1224	1037	1247	1244	1805	3182
Fund Return	22.39%	3.68%	24.65%	7.55%	12.53%	12.27%
Place in category	960	952	827	654	403	166
% in Category	43	42	41	39	30	22

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9.55B	24.08	6.31	11.73
UBS CH Vitainvest 50 World U	4.35B	2.45	-0.62	2.66
UBS CH Institutional Fund 2 EquiPAX	4.37B	20.41	4.96	9.21
UBS CH Institutional Fund 2 EquiSCA	2.81B	11.47	-1.07	6.69
UBS CH Institutional Fund 2 EquiSCX	2.81B	11.68	-0.82	6.98

Top Funds for US Large-Cap Blend Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9.55B	24.08	6.31	11.73
UBS CH Institutional Fund 2 EquUSAA	2.47B	23.87	6.09	11.50
UBS CH Institutional Fund 2 EquUSAX	2.47B	22.68	8.07	12.92
Credit Suisse Institutional FundUSI	2.16B	21.51	10.87	13.11
Credit Suisse Institutional FundDA	2.16B	16.24	8.60	12.94

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.33	412.87	-0.43%
Apple	US0378331005	6.10	228.52	-0.21%
NVIDIA	US67066G1040	5.85	146.67	+0.53%
Amazon.com	US0231351067	3.54	198.38	-2.22%
Meta Platforms	US30303M1027	2.24	563.09	-0.43%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Investment.	3,831.500	+16.190	+0.42%