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Morningstar

UBS Emerging Markets Equity Opp P UEMPX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 7.40  /  +0.41 %
  • Total Assets 459.7 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 2.23%
  • Turnover 65%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis UEMPX

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

  • People Pillar

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

UBS Emerging Markets Equity Opp P's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 UEMPX

More UEMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.14 40.1 Mil
Technology

Samsung Electronics Co Ltd

8.43 37.0 Mil
Technology

Tencent Holdings Ltd

5.59 24.6 Mil
Communication Services

Reliance Industries Ltd

4.93 21.6 Mil
Energy

PDD Holdings Inc ADR

4.82 21.1 Mil
Consumer Cyclical

Grupo Financiero Banorte SAB de CV Class O

4.52 19.9 Mil
Financial Services

Kweichow Moutai Co Ltd Class A

4.48 19.7 Mil
Consumer Defensive

HDFC Bank Ltd

4.35 19.1 Mil
Financial Services

PT Bank Central Asia Tbk

3.42 15.0 Mil
Financial Services

SK Hynix Inc

3.08 13.5 Mil
Technology