About QGRPX
UBS US Quality Growth at Reasonable Price Fund Class P is an actively managed mutual fund focused on capital appreciation by investing primarily in large-cap U.S. equities. The fund seeks to identify companies that combine attractive growth prospects, high-quality fundamentals, and reasonable valuation metrics. At least 80% of its assets are typically allocated to U.S. companies, with a significant emphasis on sectors such as technology, consumer cyclical, healthcare, and communication services. The portfolio is concentrated, with top holdings like Microsoft, Apple, Amazon, Alphabet, and Meta Platforms making up a substantial portion of assets, reflecting its conviction-driven strategy.
The fund employs both fundamental and quantitative analysis, integrating environmental, social, and governance (ESG) considerations into its research where relevant, though it is not exclusively ESG-focused. Its disciplined investment approach balances exposure to high-growth sectors while maintaining a strong valuation focus to manage risk. With a below-average expense ratio compared to peers and a mandate to keep the portfolio diversified across at least six sectors, the fund aims to deliver attractive, risk-adjusted returns through various market cycles.
Fund Family UBS Asset Management
Category Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol QGRPX
Share Class Class P
Index Russell 1000 Growth TR
QGRPX had a total return of 3.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.36%.
