PWTAX Mutual Fund

NAV$55.23

AUM$197M

TER1.03%

Holdings938

See how much of PWTAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

PWTAX Mutual Fund

NAV$55.23

UBS US Allocation Fund Class A

AUM$197M

TER1.03%

Holdings938

See how much of PWTAX you already own

Just $25 once·$69/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	$55.23
1 month	-0.39%
3 months	+2.26%
6 months	+4.99%
Year to date	+6.26%
1 year	+14.87%
3 years	+12.43%
5 years	+6.98%
10 years	+9.36%

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 $55.23.

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.