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PWTAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

UBS US Allocation A (PWTAX) Ownership - Who owns UBS US Allocation A?

The investment seeks total return, consisting of long-term capital appreciation and current income... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
c/o UBS Global Asset Management (US) Inc51 West 52nd StNew York
Phone
N/A
Web
www.ubs.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.04
Min. Initial Investment
1000.00
Fund Existence
about 32 years
Turnover
58.00
Front Load
5.50
Net Assets
219121500.00
Manager Tenure
N/A

Fundamentals

PWTAX
Net Assets
219M
Fund Existence
about 32 years
Turnover
58.00
Total Expense Ratio
1.04
Front Load
5.50%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.04
Assets in Top Ten Holdings
52.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
6.96
Fund of Funds
No
Fund Share Class Net Assets
188M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
5.11
No Load Fund
No
Number of Long Holdings
1044.00
Number of Net Holdings
1049.00
Number of Short Holdings
5.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
32.18%
Gain YTD
4.287
Annual Yield % from dividends
1.56
Returns for 1 year
3.14
Returns for 3 years
18.85
Returns for 5 years
10.34
Returns for 10 years
33.67
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
c/o UBS Global Asset Management (US) Inc51 West 52nd StNew York
Phone
N/A
Web
www.ubs.com