UBS U.S. Small Cap Growth Fund

Shareclass

UBS US Small Cap Growth A (BNSCX)

Type

Open-end mutual fund

Manager

UBS

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

7.2

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,372 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Sprout Social Inc Class A
0.7% of assets
$910,981 invested
2. Halozyme Therapeutics Inc
0.55% of assets
$720,784 invested
3. GitLab Inc Class A
1.3% of assets
$1.7M invested
4. Parsons Corp
1.21% of assets
$1.59M invested
5. Graphic Packaging Holding Co
1.14% of assets
$1.49M invested
6. The AZEK Co Inc Class A
1.64% of assets
$2.14M invested
7. Under Armour Inc Class A
1.31% of assets
$1.71M invested
8. Elastic NV
1.42% of assets
$1.85M invested
9. Braze Inc Class A
1.08% of assets
$1.42M invested
10. Shake Shack Inc Class A
2.1% of assets
$2.75M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. FTAI Aviation Ltd
1.41% of assets
$1.84M invested
2. RadNet Inc
2.25% of assets
$2.95M invested
3. Nuvalent Inc Class A
0.72% of assets
$947,188 invested
4. Viking Therapeutics Inc
1.08% of assets
$1.42M invested
5. DigitalOcean Holdings Inc
0.84% of assets
$1.1M invested
6. Vaxcyte Inc Ordinary Shares
0.82% of assets
$1.07M invested
7. MasTec Inc
1.86% of assets
$2.44M invested
8. Varonis Systems Inc
1.77% of assets
$2.31M invested
9. Edgewise Therapeutics Inc
0.6% of assets
$790,320 invested
10. Kymera Therapeutics Inc Ordinary Shares
0.7% of assets
$911,049 invested

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Financial performance

Performance data provided by

Find more financial data on BNSCX at Morningstar.com

Gender Equality and Returns

Returns chart for UBS U.S. Small Cap Growth Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

BNSCX

UBS U.S. Small Cap Growth Fund

Family

UBS

Category

Small Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.21% less in annualized returns

Lower overall gender equality score

16 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

BNSCX

UBS U.S. Small Cap Growth Fund

Family

UBS

Category

Small Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.21% less in annualized returns

Lower overall gender equality score

16 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

BNSCX

UBS U.S. Small Cap Growth Fund

Family

UBS

Category

Small Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.21% less in annualized returns

Lower overall gender equality score

16 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
BNSCX - UBS U.S. Small Cap Growth Fund

-18.01%

-5.83%

11%

6.25%

39 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-26.22%

-14.86%

-8.05%

-6.21%

16 / 100 points lower

Find more financial data on BNSCX at Morningstar.com

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