UBS (Lux) Equity Fund - Mid Caps USA (USD) I-B-acc
Fund
ISIN LU0403314254 / Valor 4733945
NAV (2025-11-26)
USD 362.15+0.29%
UBS (Lux) Equity Fund - Mid Caps USA (USD) I-B-acc
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UBS (Lux) EF Mid Caps USA (USD) is an actively managed fund that invests in a diverse range of U.S. mid-sized companies with market capitalizations below USD 10 billion. The portfolio emphasizes businesses that are flexible and innovative, selecting stocks across various sectors to ensure broad diversification and capitalize on growth opportunities within the mid-cap segment.
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innovationus mid caprussell midcap growth
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OTHER SHARE CLASSES OF THIS FUND
UBS (Lux) Equity Fund - Mid Caps USA (USD) I-X-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) I-X-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) I-X-acc
Valor: 14501051
Annual Return
-50%0%+50%
Risk level
110
0.30%USD 101.66
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged P-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged P-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged P-acc
Valor: 18519756
Annual Return
-50%0%+50%
Risk level
110
0.27%CHF 312.53
UBS (Lux) Equity Fund - Mid Caps USA (USD) Q-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) Q-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) Q-acc
Valor: 3932918
Annual Return
-50%0%+50%
Risk level
110
0.29%USD 341.08
UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) P-acc
Valor: 255789
Annual Return
-50%0%+50%
Risk level
110
0.29%USD 3,911.15
UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) U-X-acc
Valor: 4733949
Annual Return
-50%0%+50%
Risk level
110
0.29%USD 13,465.18
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged Q-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged Q-acc
UBS (Lux) Equity Fund - Mid Caps USA (USD) CHF hedged Q-acc
Valor: 28372647