UBS (Lux) Equity Fund - Mid Caps USA (USD) I-B-acc header image

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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Tags:
innovation us mid cap russell 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
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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
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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
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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
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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
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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
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Annual Return

-50%0%+50%

Risk level

110
0.27%CHF 221.41