BPGLX : UBS Global Allocation Fund Class P

BPGLX is a Allocation Market Total World with MODERATE fees.

BPGLX

UBS Global Allocation Fund Class P

FI Score

43 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

43% FI Score
  • bpglx
  • Mutual Fund
  • Allocation
  • Total World

UBS Global Allocation Fund Class P

Expenses: 0.95% (Better than 1% 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
10.59% Can 10yr Bond Fut Mar20 Xmod 20200320
9.10% UBS Emerging Markets Equity Opp P2
5.90% E-Mini Russ 1000 Vmar20 Xcme 20200320
5.24% Euro Stoxx 50 Future Mar 20
4.98% iShares iBoxx $ Invmt Grade Corp Bd ETF
4.84% TOPIX Future Mar 20
4.84% iShares JP Morgan USD Em Mkts Bd ETF
4.32% Us Ultra Bond Cbt Mar20 Xcbt 20200320
3.34% 10 Year Australian Treasury Bond Future Mar 20
2.28% Long Gilt Future Mar 20
2.08% Microsoft Corp
1.59% Amazon.com Inc
1.31% Visa Inc Class A
1.30% New Zealand(Govt) 2%
1.17% UnitedHealth Group Inc
1.12% Johnson & Johnson

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