About PWTAX
UBS U.S. Allocation Fund Class A is an open-end mutual fund designed to deliver a total return by pursuing both long-term capital appreciation and current income. It employs a flexible, multi-asset allocation strategy, distributing its assets across U.S. equities, investment grade fixed income, high yield bonds, cash equivalents, and a limited portion in non-U.S. securities. Under normal market circumstances, the fund can allocate between 20% and 90% to U.S. equities and up to 70% to investment grade fixed income, with additional ranges for other asset types. Notably, it is unconstrained by credit rating or maturity when selecting fixed income instruments, enabling investment in U.S. and foreign government bonds, corporate debt, and securitized assets, alongside cash holdings. The fund’s approach aims to capture growth when markets are favorable while maintaining diversification and income generation. Managed by UBS, it caters to investors seeking a moderate allocation and balanced portfolio exposure, making it significant for those desiring both equity appreciation potential and fixed income stability within a single investment vehicle.
Fund Family UBS Asset Management
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol PWTAX
Share Class Class A
Index S&P 500 TR
PWTAX had a total return of 12.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.29%.
