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PWTAX
Mutual Fund ticker: NASDAQ
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NET ASSETS

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

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
213110600.00
Manager Tenure
N/A

Fundamentals

PWTAX
Net Assets
213M
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
184M
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
17.118
Annual Yield % from dividends
1.32
Returns for 1 year
18.03
Returns for 3 years
-8.86
Returns for 5 years
16.44
Returns for 10 years
43.04
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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