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UBS Select Tax-Free Preferred Fund – SFPXX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
1.000.00 (0.00%)1.00 - 1.000.0

Market data as of 6:05PM 02/10/16. Quotes are delayed by at least 15 min.

Overview - SFPXX

The investment seeks maximum current income exempt from federal income tax consistent with liquidity and the preservation of capital. The fund is a money market fund and seeks to maintain a stable price of $1.00 per share. It invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in investments, the income from which is exempt from federal income tax. The fund may invest only up to 20% of its net assets in municipal securities that pay interest that is an item of tax preference for purposes of the alternative minimum tax.

Growth of $10,000 (10 Years)

Total Return0.43%
Yield (Trailing 12 Mo.)0.01%
Expense Ratio0.18%
Front LoadNone
Deferred LoadNone
Minimum Investment$50,000,000
Management Tenure8 Years
Fund Inception08/28/2007

Trailing Total Returns - SFPXX

as of 01/31/2016
TimeframeSFPXXS&P 500Money Market-Tax-Free
1 Month0.00%-4.96%0.00%
3 Month0.01%-6.18%0.01%
1 Year0.02%-0.67%0.02%
3 Year0.02%11.30%0.02%
5 Year0.03%10.91%0.02%
10 Year--6.48%0.80%
Since Inception0.43%10.33%--

Sector Allocation - SFPXX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - SFPXX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$26.90M
Total Stock Holdings0
Total Bond Holdings100

Top Ten Holdings - SFPXX

as of 01/31/2016
CompanyYTD Return% of Assets
City Of Milwaukee Wisconsin Revenue Anticipation Notes, Series M-7 0.400%--3.46%
Missouri State Health- Educational Facilities Authority Educational Facilit--2.47%
Harris County Cultural Educational Facilities Finance Corp. Revenue (Method--2.37%
Columbus Sewer Revenue, Series B 0.010% Vrd--2.01%
Harris County Health Facilities Development Corp. Revenue Refunding (Method--1.95%
Illinois State,series B-5 0.020% Vrd--1.92%
New York City Municipal Finance Authority Water- Sewer Systems Revenue (Sec--1.90%
Private Colleges- Universities Authority Revenue (Emory University),series--1.88%
Charlotte-Mecklenburg Hospital Authority Health Care Systems Revenue Refund--1.82%
Cleveland-Cuyahoga County Port Authority Revenue (Carnegie/89th Garage Proj--1.75%

Valuation & Growth - SFPXX

as of 01/31/2016
ValuationSFPXXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - SFPXX, 3 Year

Ratingvs Category
Key:  Lo 

Tax Analysis - SFPXX, 3 Year Avg

Pretax Return0.02%
Tax-adjusted Return0.01%
Tax Cost Ratio0.01%
Potential Cap Gains-0.13%

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