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UBS US Small Cap Growth P (BISCX) Fund Ranking and Research

Ranking, Research and Recommendation of UBS US Small Cap Growth P (BISCX) Fund

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Graph of UBS US Small Cap Growth P Fund (BISCX) ManagerFund Manager - David N. Wabnik

Fund Manager Information

Fund Manager Tenure: 22.4 years
Fund Family: UBS
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Wabnik is the executive director, co-head of U.S. small cap growth equity at UBS. He has been a portfolio manager with the firm since 1995. Wabnik served as a small cap portfolio manager/senior research analyst with Value Line Asset Management for four years prior to joining the firm. He also served as a tax accountant and financial advisor at Morgan Stanley & Co.  Get more insights on David N. Wabnik

 

Graph of UBS US Small Cap Growth P Fund (BISCX) ProfileUBS US Small Cap Growth P Fund (BISCX) Profile

Fund Profile and Description

UBS US Small Cap Growth P Fund seeks long-term capital appreciation. UBS US Small Cap Growth P Fund invests at least 80% of net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small-capitalization companies. Small-capitalization companies are those companies with market capitalizations of $3 billion or less at the time of purchase. Investments in equity securities may include common stock and preferred stock. UBS US Small Cap Growth P Fund may invest up to 20% of assets in foreign securities.

 

UBS US Small Cap Growth P (BISCX) Fund Strength What we like about UBS US Small Cap Growth P (BISCX) Fund

Data for UBS US Small Cap Growth P Fund (BISCX) as of May 30, 2016

  • UBS US Small Cap Growth P Fund (BISCX) management has been with UBS US Small Cap Growth P Fund for 22.4 years
  • UBS US Small Cap Growth P Fund (BISCX) has good mid-term performance (3-year return 7.00% vs 6.86% Small Growth category median performance)
  • UBS US Small Cap Growth P Fund (BISCX) has good Long-term performance (5-year return 8.25% vs 7.01% Small Growth category median performance)
  • UBS US Small Cap Growth P Fund (BISCX) ratio of up-years vs down years is greater than 2
  • UBS US Small Cap Growth P Fund (BISCX) has a lower expense ratio than its Small Growth average: 1.07% vs 1.31%
  • UBS US Small Cap Growth P Fund (BISCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

UBS US Small Cap Growth P Fund (BISCX) Weakness What we are cautious about UBS US Small Cap Growth P (BISCX) Fund

Data for UBS US Small Cap Growth P Fund (BISCX) as of May 30, 2016

  • UBS US Small Cap Growth P Fund (BISCX) has a less-than-ideal short-term performance (1-year return -15.13% vs -7.74% Small Growth category median performance)
  • UBS US Small Cap Growth P Fund (BISCX) has a Morningstar rating of 3 and below
  • UBS US Small Cap Growth P Fund (BISCX) is less safe compared to its Small Growth peers
  • UBS US Small Cap Growth P Fund (BISCX) has an annual stock turnover rate of 64.00% that is higher than the Small Growth average of 63.11%. This could mean UBS US Small Cap Growth P is more nimble, but also signal potential high tax impact and high trading fees
  • UBS US Small Cap Growth P Fund (BISCX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.38 that is higher than category average of 15.82
See UBS US Small Cap Growth P Fund (BISCX) performance details as of May 30, 2016

 

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Compare UBS US Small Cap Growth P Fund (BISCX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
UBS US Small Cap Growth P-7.18-15.137.008.25
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare UBS US Small Cap Growth P Fund (BISCX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of UBS US Small Cap Growth P Fund (BISCX) Net Asset TrackingUBS US Small Cap Growth P (BISCX) Fund Net Asset

Track net asset change of UBS US Small Cap Growth P fund (BISCX)

DateNet Asset
05/2016$165.30M
03/2016$167.28M
02/2016$155.82M
More historic net asset information on UBS US Small Cap Growth P Fund (BISCX)

  

Graph of UBS US Small Cap Growth P Fund (BISCX) Portfolio TrackingUBS US Small Cap Growth P (BISCX) Fund Portfolio Allocation

Track portfolio allocation change of UBS US Small Cap Growth P fund (BISCX)

DateCashStockBondOther
03/20161.04%98.96%0%0%
12/20152.18%97.82%0%0%
09/20150%97%0%3%
Click here to see more historic asset allocation information on UBS US Small Cap Growth P Fund (BISCX)

 

graph of UBS US Small Cap Growth P Fund (BISCX) Top 10 Position TrackingTop 10 Holdings in UBS US Small Cap Growth P (BISCX) Fund

Discover what UBS US Small Cap Growth P Fund (BISCX) manager is buying

Mar 30, 2016
Gigamon Inc. Common Stock [2.08%]
DexCom, Inc. [2.07%]
Proofpoint, Inc. [1.97%]
8x8 Inc [1.94%]
ABIOMED, Inc. [1.94%]
Charles River Laboratories Inte [1.88%]
Integrated Device Technology, I [1.87%]
Spirit Airlines, Inc. [1.74%]
WebMD Health Corp [1.64%]
Fleetmatics Group PLC Ordinary [1.62%]

Dec 30, 2015
iShares Russell 2000 Growth [3.85%]
Imperva, Inc. Common Stock [3.05%]
Proofpoint, Inc. [2.96%]
The Ultimate Software Group, In [2.17%]
DexCom, Inc. [2.16%]
Integrated Device Technology, I [2.04%]
Heartland Payment Systems, Inc. [1.92%]
8x8 Inc [1.85%]
Fleetmatics Group PLC Ordinary [1.74%]
Charles River Laboratories Inte [1.72%]

Sep 29, 2015
Imperva, Inc. Common Stock [3.25%]
Ubs Relationship Fds [2.99%]
Proofpoint, Inc. [2.84%]
DexCom, Inc. [2.35%]
The Ultimate Software Group, In [2.33%]
iShares Russell 2000 Growth [1.87%]
Popeyes Louisiana Kitchen, Inc. [1.78%]
Fleetmatics Group PLC Ordinary [1.73%]
Acadia Healthcare Company, Inc. [1.71%]
Qlik Technologies Inc. [1.63%]
Click here for Stock Holding Change Map in UBS US Small Cap Growth P Fund (BISCX)

  

Latest News on UBS US Small Cap Growth P (BISCX) Fund

See what is happening with UBS US Small Cap Growth P Fund (BISCX)

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UBS US Small Cap Growth P Fund (BISCX) Related ResourcesSee more information on UBS US Small Cap Growth P (BISCX) Fund

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