PWTAX Mutual Fund
PWTAX Mutual Fund
NAV$55.23
AUM$197M
TER1.03%
Holdings938
See how much of PWTAX you already own
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
PWTAX Mutual Fund Sector Allocation
PWTAX sector allocation breaks down across Financials (19.3%), Information Technology (18.4%), Communication Services (7.6%), Industrials (6.0%), Health Care (5.2%). Across 938 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.