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Ubs U.s. Allocation Fund Class A (PWTAX)

US Funds

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54.49 -0.18 -0.33%

10/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 200.4M

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PWTAX Overview

Find basic information about the Ubs U.s. Allocation Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PWTAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change19.73%

Prev. Close54.67

Risk Rating

TTM Yield1.35%

ROE28.53%

IssuerN/A

Turnover65%

ROA10.04%

Inception Date34099

Total Assets200.4M

Expenses1%

Min. Investment1,000

Market Cap153.89B

CategoryAllocation - - 50% to 70% Equity

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Ubs U.s. Allocation Fund Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1036	1087	1175	1140	1547	2100
Fund Return	3.61%	8.69%	17.51%	4.48%	9.12%	7.7%
Place in category	188	125	154	249	77	81
% in Category	27	18	23	38	15	18

Top Equity Funds by UBS Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
PACE Large Co Growth Equity P	796.79M	29.65	8.66	14.02
PACE Large Co Value Equity P	704.19M	20.41	11.99	8.77
PACE International Equity P	663.7M	9.15	5.69	5.98
PACE Small/Medium Co Growth Equity	274.19M	20.49	1.39	9.88
PACE Small/Medium Co Value Equity P	289.55M	-0.63	-0.31	7.04

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.68B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	12.38	4.27	8.38
American Funds American Balanced R6	56.14B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.52	5.47	8.44
Fidelity Advisor Balanced A	42.26B	18.41	6.40	9.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.10	448.61	+1.19%
E-Mini Russ 2000 Mar24 Xcme 20240315	-	3.08	-	-
Apple	US0378331005	3.00	248.33	+0.23%
Alphabet A	US02079K3059	2.42	193.01	+4.23%
Amazon.com	US0231351067	2.18	230.02	+2.21%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS US Allocation.	54.49	-0.18	-0.33%