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UBS US Allocation P (PWTYX)
47.75
-1.69
(-3.42%)
As of 8:08:57 AM EDT. Market Open.
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49.44 - YTD Return 1.15%
- Expense Ratio 0.77%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 220.13M
- Beta (5Y Monthly) 1.04
- Yield 1.80%
- 5y Average Return --
- Holdings Turnover 58.00%
- Last Dividend 0.98
- Inception Date May 10, 1993
The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the fund's assets among the various asset classes: (1) U.S. equities-20-90%; (2) investment grade fixed income-0-70%; (3) high yield fixed income-0-15%; and (4) cash equivalents-0-50%. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.
UBS Asset Management
Fund Family
Allocation--50% to 70% Equity
Fund Category
220.13M
Net Assets
1993-05-10
Inception Date
Performance Overview: PWTYX
View MoreTrailing returns as of 4/2/2025. Category is Allocation--50% to 70% Equity.
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Holdings: PWTYX
View MoreSector Weightings
SectorPWTYX
Technology 31.27%
Financial Services 15.60%
Consumer Cyclical 12.10%
Communication Services 10.95%
Healthcare 10.32%
Industrials 6.56%
Energy 4.16%
Consumer Defensive 3.14%
Utilities 2.91%
Basic Materials 1.57%
Real Estate 1.43%
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