PWTAX Mutual Fund

NAV$54.98

AUM$196M

TER1.03%

Holdings938

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PWTAX Mutual Fund

NAV$54.98

UBS US Allocation Fund Class A

AUM$196M

TER1.03%

Holdings938

See how much of PWTAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

PWTAX NAV Chart

Period	PWTAX return
Latest NAV	$54.98
1 month	-0.39%
3 months	+2.26%
6 months	+4.99%
Year to date	+6.26%
1 year	+14.87%
3 years	+12.44%
5 years	+6.99%
10 years	+9.37%

PWTAX Mutual Fund Price Chart

PWTAX NAV chart displays historical price data and trading volume. Year-to-date, PWTAX has returned 6.26%. The current price is $54.98.

PWTAX price history helps investors identify trends and make informed decisions. PWTAX returns break the record out by period. PWTAX vs another fund lets you evaluate against similar funds.