PWTAX Mutual Fund

PWTAX Mutual Fund (UBS US Allocation Fund Class A) is managed by UBS Asset Management (Americas) LLC with $197.4M in net assets. PWTAX expense ratio is 1.03%, holding 938 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1993-05-10.

PWTAX performance shows a YTD return of 6.26%. The 1-year return is 14.87% and the 5-year return is 6.98%. PWTAX dividend yield stands at 8.94%, paid annually.

PWTAX top holdings include Spdr Bloomberg Barclays Emerging Markets Local Bond Etf (4.6%), Nvidia Corp. (4.5%), Apple, Inc (3.6%), Alphabet Inc. C (3.0%), Microsoft Corp (2.7%). Go to all PWTAX holdings, PWTAX sectors, or PWTAX dividends.

PWTAX can be compared against other funds. Use PWTAX overlap to find shared positions, or PWTAX vs another fund for a side-by-side view. PWTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.