Morningstar

UBS US Quality Growth At Reasonable Price Fund Class P QGRPX

Morningstar Medalist Rating
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Medalist Rating as of See UBS Investment Hub
  • NAV / 1-Day Return $19.12  /  −2.60 %
  • Fund Size $292.0M
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.580%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis QGRPX

Will QGRPX outperform in the 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 QGRPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

UBS US Quality Growth At Rsnbl Prc P holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QGRPX

More QGRPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.3
Top 10 Holdings
% Portfolio Weight
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