US Equity
UBS US Equity Fund
Last updated: 2026-03-11
The Verdict
UBS US Equity Fund charges an expense ratio of 0.86%. On a $100,000 portfolio, that's $860 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $610 per year.
Expense Ratio
0.86%
Star Rating
3/ 5
Market Beta
0.90
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
UBS US Equity Fund charges 0.86% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.61 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
US Equity Category
Browse all US Equity funds
US Equity Rankings
Top-rated US Equity funds
Our Methodology
How we decode fund strategies
Janus Henderson US Forty
3-star rated
Royal London US Growth Trust
4-star rated
Ninety One American Franchise
2-star rated
M&G North American Value
3-star rated
FTGF ClearBridge US Lrg Cap Gro
3-star rated
Frequently Asked Questions
What is the expense ratio of UBS US Equity Fund?
UBS US Equity Fund has an expense ratio of 0.86%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate UBS US Equity Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.