Ubs Small Cap Fund Quote
| BISCX Fund | USD 20.21 0.15 0.74% |
PerformanceSolid
| Odds Of DistressLow
|
Ubs Us is trading at 20.21 as of the 22nd of July 2025; that is 0.74% down since the beginning of the trading day. The fund's open price was 20.36. Ubs Us has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. More on Ubs Small Cap
Moving together with Ubs Mutual Fund
Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Funds, Small Growth Funds, Small Growth, UBS Asset Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Ubs Small Cap [BISCX] is traded in USA and was established 22nd of July 2025. Ubs Us is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of UBS Asset Management family. This fund currently has accumulated 125.72 M in assets under management (AUM) with minimum initial investment of 2 M. Ubs Small Cap is currently producing year-to-date (YTD) return of 0.63%, while the total return for the last 3 years was 5.79%.
Check Ubs Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs Small Cap Mutual Fund Constituents
| TEX | Terex | Stock | Industrials | |
| IWO | iShares Russell 2000 | Etf | Small Growth | |
| VRNS | Varonis Systems | Stock | Information Technology | |
| AMRC | Ameresco | Stock | Industrials | |
| PAYC | Paycom Soft | Stock | Information Technology | |
| MRCY | Mercury Systems | Stock | Industrials | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| RRX | Regal Beloit | Stock | Industrials |
Ubs Small Cap Risk Profiles
| Mean Deviation | 0.9302 | |||
| Semi Deviation | 0.8509 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 |
Ubs Us Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs Us financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Us security.
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