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PWTYX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

UBS US Allocation P (PWTYX) Ownership - Who owns UBS US Allocation P?

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
2000000.00
Fund Existence
over 31 years
Turnover
65.00
Front Load
N/A
Net Assets
223397250.00
Manager Tenure
N/A

Fundamentals

PWTYX
Net Assets
223M
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
2000000
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
30.8M
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
7.976
Annual Yield % from dividends
1.52
Returns for 1 year
8.27
Returns for 3 years
-2.35
Returns for 5 years
8.81
Returns for 10 years
35.45
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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