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UBS US Large Cap Equity A (BNEQX) Fund Ranking and Research

Ranking, Research and Recommendation of UBS US Large Cap Equity A (BNEQX) Fund

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Graph of UBS US Large Cap Equity A Fund (BNEQX) ManagerFund Manager - Thomas Digenan

Fund Manager Information

Fund Manager Tenure: 17.0 years
Fund Family: UBS
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of UBS US Large Cap Equity A Fund (BNEQX) ProfileUBS US Large Cap Equity A Fund (BNEQX) Profile

Fund Profile and Description

UBS US Large Cap Equity A Fund seeks capital appreciation and current income. UBS US Large Cap Equity A Fund normally invests at least 80% of net assets in equity securities of U.S. large capitalization companies. It defines large-capitalization companies as those with a market capitalization of at least $3 billion. UBS US Large Cap Equity A Fund may invest up to 20% of assets in companies that have market capitalizations within the range of the Russell 1000 Index but below $3 billion in market capitalization.

 

UBS US Large Cap Equity A (BNEQX) Fund Strength What we like about UBS US Large Cap Equity A (BNEQX) Fund

Data for UBS US Large Cap Equity A Fund (BNEQX) as of May 30, 2016

  • UBS US Large Cap Equity A Fund (BNEQX) management has been with UBS US Large Cap Equity A Fund for 17.0 years
  • UBS US Large Cap Equity A Fund (BNEQX) has good mid-term performance (3-year return 9.74% vs 9.43% Large Blend category median performance)
  • UBS US Large Cap Equity A Fund (BNEQX) ratio of up-years vs down years is greater than 2

UBS US Large Cap Equity A Fund (BNEQX) Weakness What we are cautious about UBS US Large Cap Equity A (BNEQX) Fund

Data for UBS US Large Cap Equity A Fund (BNEQX) as of May 30, 2016

  • UBS US Large Cap Equity A Fund (BNEQX) has a less-than-ideal short-term performance (1-year return -7.00% vs -1.15% Large Blend category median performance)
  • UBS US Large Cap Equity A Fund (BNEQX) has a less-than-ideal Long-term performance (5-year return 9.83% vs 10.15% Large Blend category median performance)
  • UBS US Large Cap Equity A Fund (BNEQX) has a Morningstar rating of 3 and below
  • UBS US Large Cap Equity A Fund (BNEQX) is less safe compared to its Large Blend peers
  • UBS US Large Cap Equity A Fund (BNEQX) has an annual stock turnover rate of 59.00% that is higher than the Large Blend average of 53.12%. This could mean UBS US Large Cap Equity A is more nimble, but also signal potential high tax impact and high trading fees
  • UBS US Large Cap Equity A Fund (BNEQX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.35 that is higher than category average of 11.67
  • UBS US Large Cap Equity A Fund (BNEQX) has a higher expense ratio of 1.20% than its Large Blend average of 1.02%
  • UBS US Large Cap Equity A Fund (BNEQX) carries a 5.5% load
See UBS US Large Cap Equity A Fund (BNEQX) performance details as of May 30, 2016

 

What do you think?

 

Compare UBS US Large Cap Equity A Fund (BNEQX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
UBS US Large Cap Equity A1.73-7.009.749.83
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare UBS US Large Cap Equity A Fund (BNEQX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of UBS US Large Cap Equity A Fund (BNEQX) Net Asset TrackingUBS US Large Cap Equity A (BNEQX) Fund Net Asset

Track net asset change of UBS US Large Cap Equity A fund (BNEQX)

DateNet Asset
05/2016$28.45M
03/2016$31.71M
02/2016$29.90M
More historic net asset information on UBS US Large Cap Equity A Fund (BNEQX)

  

Graph of UBS US Large Cap Equity A Fund (BNEQX) Portfolio TrackingUBS US Large Cap Equity A (BNEQX) Fund Portfolio Allocation

Track portfolio allocation change of UBS US Large Cap Equity A fund (BNEQX)

DateCashStockBondOther
03/20162.92%97.08%0%0%
12/20151.5%98.5%0%0%
09/20150%98.49%0%1.51%
Click here to see more historic asset allocation information on UBS US Large Cap Equity A Fund (BNEQX)

 

graph of UBS US Large Cap Equity A Fund (BNEQX) Top 10 Position TrackingTop 10 Holdings in UBS US Large Cap Equity A (BNEQX) Fund

Discover what UBS US Large Cap Equity A Fund (BNEQX) manager is buying

Mar 30, 2016
Philip Morris International Inc [3.79%]
Pepsico, Inc. Common Stock [3.16%]
JP Morgan Chase & Co. Common St [2.61%]
Walt Disney Company (The) Commo [2.6%]
Yum! Brands, Inc. [2.55%]
Mondelez International, Inc. [2.19%]
Aon plc Class A Ordinary Shares [2.11%]
Facebook, Inc. [2.09%]
Simon Property Group, Inc. Comm [2.05%]
Amazon.com, Inc. [2.04%]

Dec 30, 2015
Philip Morris International Inc [3.51%]
Pepsico, Inc. Common Stock [2.9%]
JP Morgan Chase & Co. Common St [2.74%]
Walt Disney Company (The) Commo [2.59%]
Citigroup, Inc. Common Stock [2.35%]
SPDR® S&P 500 ETF [2.35%]
Mondelez International, Inc. [2.29%]
Amazon.com, Inc. [2.25%]
Yum! Brands, Inc. [2.14%]
U.S. Bancorp Common Stock [1.96%]

Sep 29, 2015
Philip Morris International Inc [3.39%]
Mondelez International, Inc. [3.15%]
Pepsico, Inc. Common Stock [2.91%]
JP Morgan Chase & Co. Common St [2.69%]
Walt Disney Company (The) Commo [2.68%]
Yum! Brands, Inc. [2.49%]
Citigroup, Inc. Common Stock [2.39%]
American Express Company Common [2.18%]
Facebook, Inc. [2.16%]
U.S. Bancorp Common Stock [2%]
Click here for Stock Holding Change Map in UBS US Large Cap Equity A Fund (BNEQX)

  

Latest News on UBS US Large Cap Equity A (BNEQX) Fund

See what is happening with UBS US Large Cap Equity A Fund (BNEQX)

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UBS US Large Cap Equity A Fund (BNEQX) Related ResourcesSee more information on UBS US Large Cap Equity A (BNEQX) Fund

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