BNGLX : UBS Global Allocation Fund Class A

BNGLX is a Allocation Market Total World with HIGH fees.

BNGLX

UBS Global Allocation Fund Class A

FI Score

36 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

36% FI Score
  • bnglx
  • Mutual Fund
  • Allocation
  • Total World

UBS Global Allocation Fund Class A

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to maximize total return, consisting of capital appreciation and current income. 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.

Largest Holdings

Amount Holding
8.76% UBS Emerging Markets Equity Opp P2
7.87% iShares iBoxx $ High Yield Corp Bd ETF
6.89% 10 Year Government of Canada Bond Future June 20
5.81% iShares iBoxx $ Invmt Grade Corp Bd ETF
4.71% iShares JP Morgan USD Em Mkts Bd ETF
3.56% 10 Year Australian Treasury Bond Future June 20
3.43% Ultra 10 Year US Treasury Note Future June 20
2.95% Ultra US Treasury Bond Future June 20
2.76% Xtrackers Harvest CSI 300 China A ETF
2.56% Long Gilt Future June 20
2.44% Euro Schatz Future June 20
2.10% Hang Seng Index Future Apr 20
1.95% Amazon.com Inc
1.91% E-MINI RUSS 1000 VJUN20 XCME 20200619
1.84% Microsoft Corp
1.35% New Zealand(Govt) 2%
1.23% Visa Inc Class A
1.15% Johnson & Johnson
1.05% Mondelez International Inc Class A

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