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Morningstar

UBS ETF BBG MSCI US Liq Crp Sust USD A-d UC97

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub

Morningstar’s Analysis UC97

Will UC97 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 UC97’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UC97 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 UC97’s parent organization’s priorities and whether they’re in line with investors’ interests.

UBS ETF BBG MSCI US Liq Crp Sust USD A-d's recent fee cut drives an upgrade to this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UC97

More UC97 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pfizer Investment Enterprises Pte Ltd.

0.89 5.0 Mil
Corporate

WarnerMedia Holdings Inc.

0.88 4.9 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd.

0.72 4.0 Mil
Corporate

Bank of America Corp.

0.70 4.0 Mil
Corporate

WarnerMedia Holdings Inc.

0.69 3.9 Mil
Corporate

Amgen Inc.

0.64 3.6 Mil
Corporate

Amgen Inc.

0.64 3.6 Mil
Corporate

Bank of America Corp.

0.62 3.5 Mil
Corporate

Bank of America Corp.

0.62 3.5 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd.

0.61 3.4 Mil
Corporate