PWTYX Mutual Fund (UBS US Allocation Fund Class P) is managed by UBS Asset Management (Americas) LLC with $33.5M in net assets. PWTYX expense ratio is 0.77%, holding 938 positions across sectors including Other, Financials, Information Technology. Inception date: 1993-05-10.

PWTYX performance shows a YTD return of 5.45%. The 1-year return is 17.27% and the 5-year return is 7.56%. PWTYX dividend yield stands at 8.76%, paid annually.

PWTYX top holdings include Spdr Bloomberg Emerging Markets Usd Bond Etf (4.6%), Nvidia Corp. (4.5%), Apple, Inc (3.6%), Alphabet Inc. C (3.0%), Microsoft Corp (2.7%). View all PWTYX holdings, sector breakdown, or dividend history.

PWTYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.