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Ubs U.s. Allocation Fund Class P: (MF: PWTYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:58 PM ET

$50.85 USD

-0.02 (-0.04%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Zacks Premium Research for PWTYX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Fund Description

The fund was incepted in July 1992 and is managed by UBS Global AM. The fund seeks total return, consisting of long-term capital appreciation and current income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in US fixed income and equity securities. The fund may invest in securities backed by the full faith and credit of the United States issued or guaranteed by the US Government or its agencies and instrumentalities. The fund distributes dividends and capital gains annually.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
UBS US Allocation P PWTYX NA NA 0.00 0.00 0.50 0.76

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
UBS US Allocation A PWTAX 50.34 5/10/1993 1.19 13.98 14.13 7.61
UBS US Allocation Y PWTYX 50.85 5/10/1993 1.31 14.29 14.45 7.90

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
UBS US Allocation P PWTYX 2000000 0 0 A

Contact Information

Family UBS Global
Address 1 North Wacker Drive
Chicago, IL 60606
Phone 888 793-8637