PWTAX Mutual Fund (UBS US Allocation Fund Class A) is managed by UBS Asset Management (Americas) LLC with $190.2M in net assets. PWTAX expense ratio is 1.03%, holding 938 positions across sectors including Other, Financials, Information Technology. Inception date: 1993-05-10.

PWTAX performance shows a YTD return of 6.67%. The 1-year return is 16.95% and the 5-year return is 7.27%. PWTAX dividend yield stands at 8.91%, paid annually.

PWTAX top holdings include Spdr Bloomberg Barclays Emerging Markets Local Bond Etf (4.6%), Nvidia Corp (4.5%), Apple Inc (3.6%), Alphabet Inc series C (3.0%), Microsoft Corp 4.100 Feb 06 37 (2.7%). View all PWTAX holdings, sector breakdown, or dividend history.

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