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Morningstar

UBS US Small Cap Growth A BNSCX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 15.21  /  0.65 %
  • Total Assets 122.1 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:10 PM GMT+0

Morningstar’s Analysis BNSCX

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

People Pillar

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

A strong management team and sound investment process underpin UBS US Small Cap Growth A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BNSCX

More BNSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 86
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Performance Food Group Co

2.84
3,526,451
Consumer Defensive

Ssc Government Mm Gvmxx

2.71
3,358,966
Cash and Equivalents

Ryman Hospitality Properties Inc

2.60
3,222,294
Real Estate

Visteon Corp

2.42
3,004,863
Consumer Cyclical

Evoqua Water Technologies Corp

2.33
2,889,726
Industrials

Shift4 Payments Inc Class A

2.25
2,793,306
Technology

Universal Display Corp

2.19
2,714,310
Technology

Lattice Semiconductor Corp

2.03
2,511,364
Technology

Sumo Logic Inc Ordinary Shares

2.01
2,497,435
Technology

Chart Industries Inc

1.87
2,321,279
Industrials