USDIX – UBS Ultra Short Income I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income while seeking to maintain low volatility of principal. Under normal circumstances, the fund invests in fixed income securities and money market instruments. It will, under normal circumstances, invest more than 25% of its total assets in the financial services group of industries. The fund may invest in money market funds. It may invest in securities of any maturity, but will generally limit its weighted average portfolio duration to one year or less.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
USIAX	UBS Ultra Short Income Fund Class A	No Load	Open			May 29, 2018	$38.79M	0.350%	Below Average	$1,000	−$14.33M
USIPX	UBS Ultra Short Income Fund Class P	No Load	Open			May 29, 2018	$261.52M	0.250%	Low	$1,000	−$1.54M
USDIX	UBS Ultra Short Income Fund Class I	Institutional	Open			May 29, 2018	$92,144.00	0.230%	Low	$10M	$986.28

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