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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 18.15  /  0.60 %
  • Total Assets 116.4 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:59 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.

An upgrade in its Process Pillar rating is the primary driver of UBS US Small Cap Growth P's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 88
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

3.45
4,317,393
Cash and Equivalents

Performance Food Group Co

2.67
3,344,645
Consumer Defensive

Ryman Hospitality Properties Inc

2.53
3,170,245
Real Estate

Chart Industries Inc

2.25
2,813,582
Industrials

Inspire Medical Systems Inc

2.22
2,781,191
Healthcare

Visteon Corp

2.07
2,593,740
Consumer Cyclical

MasTec Inc

2.05
2,567,735
Industrials

Medpace Holdings Inc

2.01
2,522,025
Healthcare

Pure Storage Inc Class A

1.94
2,429,789
Technology

Weatherford International PLC Ordinary Shares - New

1.92
2,410,448
Energy