BISCX

About BISCX

UBS U.S. Small Cap Growth Fund Class P is a mutual fund focused on long-term capital appreciation through investments in small-capitalization companies with high growth potential. It primarily allocates its assets to U.S.-based businesses that are considered to be at the early or accelerating stages of their corporate development, often operating in dynamic and innovative sectors. The fund follows a growth-oriented investment style, emphasizing companies that demonstrate rapid earnings or revenue expansion, positioning it within the small growth category. The fund is managed by UBS Asset Management and is designed for institutional investors, evident by its higher minimum initial investment. Its portfolio is diversified across various industries, notably technology, healthcare, real estate, and industrials, with significant exposures to companies like Medpace Holdings, Pure Storage, and Universal Display. Approximately 23.5% of assets are concentrated in its top ten holdings, reflecting a moderately focused investment approach. UBS U.S. Small Cap Growth Fund Class P is recognized for maintaining a relatively competitive expense structure compared to peers and employs an actively managed strategy with a moderate turnover rate, targeting companies positioned for above-average growth within the U.S. small-cap equity segment.