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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?

Category: @Moderate Allocation

#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

N/A

Min. Initial Investment

1000.00

Fund Existence

over 31 years

Turnover

65.00

Front Load

N/A

Net Assets

229451380.00

Manager Tenure

N/A

Fundamentals

PWTAX

Net Assets

229M

Fund Existence

over 31 years

Turnover

65.00

Total Expense Ratio

N/A

Front Load

N/A

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

N/A

Assets in Top Ten Holdings

52.5M

Average Credit Quality

N/A

Average Effective Duration

5.10

Average Effective Maturity

7.50

Fund of Funds

No

Fund Share Class Net Assets

194M

Fund Type

OpenEnd

Index Fund

No

Management Fee

N/A

Modified Duration

5.30

No Load Fund

No

Number of Long Holdings

1019.00

Number of Net Holdings

N/A

Number of Short Holdings

4.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

N/A

Gain YTD

11.512

Annual Yield % from dividends

1.32

Returns for 1 year

19.23

Returns for 3 years

-10.91

Returns for 5 years

14.76

Returns for 10 years

39.35

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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