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-Cap Growth
Performance Rating 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 6.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.04%.
