PWTYX Mutual Fund

PWTYX Mutual Fund (UBS US Allocation Fund Class P) is managed by UBS Asset Management (Americas) LLC with $34.1M in net assets. PWTYX expense ratio is 0.77%, holding 938 positions across sectors including Information Technology, Financials, 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 7.28%. PWTYX dividend yield stands at 8.79%, paid annually.

PWTYX top holdings include Nvidia Corp. (4.7%), Apple Inc Ord (3.9%), Alphabet Inc. Class A (3.5%), Amazon.Com Inc (3.0%), Spdr Ser Tr Blombrg Brc Emrg (2.8%). 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.