PWTYX Mutual Fund

PWTYX Mutual Fund (UBS US Allocation Fund Class P) is managed by UBS Asset Management (Americas) LLC with $34.4M in net assets. PWTYX expense ratio is 0.77%, holding 938 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1993-05-10.

PWTYX performance shows a YTD return of 6.40%. The 1-year return is 15.18% and the 5-year return is 7.27%. PWTYX dividend yield stands at 8.79%, paid annually.

PWTYX 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 PWTYX holdings, PWTYX sectors, or PWTYX dividends.

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