Ubs Allocation Fund Quote
| PWTAX Fund | USD 47.92 0.02 0.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ubs Us is trading at 47.92 as of the 20th of March 2025; that is 0.04% down since the beginning of the trading day. The fund's open price was 47.94. Ubs Us has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. More on Ubs Allocation Fund
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Ubs Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, UBS Asset Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Ubs Allocation Fund [PWTAX] is traded in USA and was established 20th of March 2025. Ubs Us is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of UBS Asset Management family. This fund at this time has accumulated 219.04 M in assets with minimum initial investment of 1 K. Ubs Allocation is currently producing year-to-date (YTD) return of 1.12% with the current yeild of 0.02%, while the total return for the last 3 years was 5.93%.
Check Ubs Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Allocation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ubs Allocation Fund Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BBRE | JPMorgan BetaBuilders MSCI | Etf | Real Estate | |
| BIO | Bio Rad Laboratories | Stock | Health Care | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| IJH | iShares Core SP | Etf | Mid-Cap Blend | |
| IWD | iShares Russell 1000 | Etf | Large Value |
Ubs Allocation Risk Profiles
| Mean Deviation | 0.6974 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.14) |
Ubs Us Against Markets
Other Information on Investing in Ubs Mutual Fund
Ubs Us 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 Us security.
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