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Ubs (ch) Institutional Fund 2 - Equities Usa Passive I-x (0P000021M2)

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3,484.240 -39.750    -1.13%
04/11 - Delayed Data. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0022986027 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.38B
UBS CH Institutional Fund 2 - Equities USA Passive 3,484.240 -39.750 -1.13%

0P000021M2 Overview

 
Find basic information about the Ubs (ch) Institutional Fund 2 - Equities Usa Passive I-x 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 0P000021M2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.5%
Prev. Close3,523.99
Risk Rating
TTM YieldN/A
ROE31.38%
IssuerN/A
TurnoverN/A
ROA13.24%
Inception DateDec 14, 2005
Total Assets2.38B
Expenses0%
Min. InvestmentN/A
Market Cap218.58B
CategoryUS Large - Cap Blend Equity
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Ubs (ch) Institutional Fund 2 - Equities Usa Passive I-x Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1227 1038 1253 1262 1852 3371
Fund Return 22.68% 3.8% 25.29% 8.07% 13.12% 12.92%
Place in category 781 836 612 461 174 29
% in Category 34 36 28 27 12 4

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.18B 21.91 7.35 11.88
  UBS CH Vitainvest 50 World U 4.33B 2.45 -0.62 2.66
  UBS CH Institutional Fund 2 EquiPAX 4.29B 19.68 5.97 9.30
  UBS CH Institutional Fund 2 EquiSCX 2.78B 11.68 -0.82 6.98
  UBS CH Institutional Fund 2 EquiSCB 2.78B 11.63 -0.87 6.92

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.18B 21.91 7.35 11.88
  UBS CH Institutional Fund 2 EquUSAA 2.38B 21.73 7.14 11.65
  Credit Suisse Institutional FundUSI 2.09B 21.51 10.87 13.11
  Credit Suisse Institutional FundDA 2.09B 16.24 8.60 12.94
  Aktien USA Passiv CHF D3 2.03B 21.37 6.72 11.03

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.22 408.46 -0.47%
  Apple US0378331005 5.67 222.01 -0.40%
  NVIDIA US67066G1040 4.83 136.05 +0.48%
  Amazon.com US0231351067 3.68 195.78 -1.09%
  Alphabet A US02079K3059 2.18 169.24 -1.20%

Technical Summary

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