There's no question that mutual funds have evolved into the "investment of choice" for millions of Americans. However, the sheer number of available funds is in the thousands, leaving you with an overwhelming selection to choose from.

In addition, you need to stay on top of changes within each fund's management structure - as well as your own personal financial situation - requiring you to continually reevaluate your holdings in accordance with your long-term goals.

To help you to assess your current mutual fund holdings objectively, your Financial Advisor can offer you a complimentary mutual fund evaluation, which provides in-depth information about your holdings in particular and your portfolio in general. Your evaluation may include:

• An appraisal of your existing portfolio holdings and allocations
• Detailed statistics on the performance of each fund
• Important disclosures about your current funds
• A detailed portfolio exposure report including:
  • Portfolio Concentration
  • Overall weightings in individual securities, sectors, and geographic regions
  • Overall asset allocation

Once your evaluation is complete, you will have the data you need to determine if you need to reposition your portfolio to better pursue your investment objectives.

The Latest Information Is Always Close at Hand
Along with your mutual fund evaluation, you can request a Fund's prospectus by mail, which your Financial Advisor will be available to review with you at your convenience.

Get Started
Contact a UBS Financial Advisor to request your complimentary mutual fund evaluation.





Mutual funds are offered by prospectus, which contains more complete information regarding the investment objectives, risks, charges and expenses associated with an investment in the fund. Please contact a UBS Financial Advisor for a free prospectus and be sure to read and consider the information found in the prospectus carefully before investing.