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Morningstar

UBS US Small Cap Growth P BISCX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 20.51  /  −0.29 %
  • Total Assets 125.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BISCX

Will BISCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BISCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BISCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BISCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

UBS US Small Cap Growth P’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BISCX

More BISCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ryman Hospitality Properties Inc

2.84 3.5 Mil
Real Estate

Medpace Holdings Inc

2.44 3.0 Mil
Healthcare

Universal Display Corp

2.39 3.0 Mil
Technology

Varonis Systems Inc

2.01 2.5 Mil
Technology

The AZEK Co Inc Class A

1.89 2.4 Mil
Industrials

Simpson Manufacturing Co Inc

1.88 2.3 Mil
Basic Materials

Performance Food Group Co

1.88 2.3 Mil
Consumer Defensive

CyberArk Software Ltd

1.87 2.3 Mil
Technology

Elastic NV

1.84 2.3 Mil
Technology

Pure Storage Inc Class A

1.79 2.2 Mil
Technology