Ubs Allocation Mutual Fund Money Managers
PWTYX Fund | USD 56.24 0.20 0.36% |
Break down of Ubs Allocation's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ubs Allocation's future under-performance.
Ubs |
Symbol | PWTYX |
Name | Ubs Allocation Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Ubs Allocation Fund Leadership is currently not available.
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Ubs Allocation Net Asset Comparison
Ubs Allocation Fund is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 4.44 Billion. Ubs Allocation holds roughly 232.37 Million in net asset claiming about 5% of funds in Allocation--50% to 70% Equity category.
Ubs Allocation Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Ubs Allocation Price Series Summation is a cross summation of Ubs Allocation price series and its benchmark/peer.
About Ubs Allocation Management Performance
The success or failure of an entity such as Ubs Allocation often depends on how effective the management is. Ubs Allocation management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ubs management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ubs management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 80 percent of its net assets in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the funds assets among the various asset classes U.S. equities-20-90 investment grade fixed income-0-70 high yield fixed income-0-15 and cash equivalents-0-50. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Ubs Mutual Fund
Ubs Allocation financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Allocation security.
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