Morningstar

UBS US Quality Growth At Rsnbl Prc P QGRPX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 17.29  /  +0.23 %
  • Total Assets 302.6 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.35%
  • Turnover 27%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis QGRPX

Will QGRPX 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 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.

UBS US Quality Growth At Rsnbl Prc 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 cheapest fee quintile among peers.

by Morningstar Manager Research
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 60.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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