| 10.10 Net Asset Value | -0.10% 1 Day | +7.33% Year-to-Date | Overall Morningstar Rating |
| Market neutral Style or Category | No Load Sales Expenses | 4.26% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -0.20% | 3 years | -- | |
| 3 months | +4.99% | 5 years | -- | |
| 1 year | +6.20% | Since inception | +0.62% |
| BMNYX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +0.27% |
| Expense ratio | 4.26% | 1.79% |
| Risk 5 year sharpe ratio | -- | 0.04 |
| Net assets | $16.4M | $659.1M |
| Average market cap | $18.1B | $13.2B |
| Average P/E | 16.3 | 14.7 |
| Portfolio turnover | 242% | 242% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | UBS |
| Fund manager & tenure | Scott Bondurant / 2 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 18.31% |
| Financial service | 13.97% |
| Consumer goods | 13.77% |
| Business service | 10.24% |
| Energy | 9.43% |
| -- Ubs Relationship Fds | 24.88% |
| ADBE Adobe Systems Inc | 3.06% |
| AAPL Apple Inc | 2.78% |
| AMZN Amazon.com Inc | 2.38% |
| GD General Dynamics | 2.22% |
| NEE NextEra Energy Inc | 2.18% |
| NSC Norfolk Southern Corporation | 2.13% |
| NTAP NetApp, Inc. | 1.99% |
| HTZ Hertz Global Holdings Inc | 1.92% |
| EIX Edison International | 1.74% |
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