PWTAX Mutual Fund
PWTAX Mutual Fund
NAV$54.39
AUM$189M
TER1.03%
Holdings923
See how much of PWTAX you already own
PWTAX Mutual Fund
NAV$54.39
UBS US Allocation Fund Class A
AUM$189M
TER1.03%
Holdings923
See how much of PWTAX you already own
PWTAX Mutual Fund Sector Allocation
PWTAX sector allocation breaks down across Information Technology (23.6%), Financials (16.3%), Communication Services (8.5%), Industrials (6.8%), Consumer Discretionary (6.7%). Across 923 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
PWTAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PWTAX by country shows geographic exposure. PWTAX overlap reveals how sector exposure compares with other funds.