Ubs Allocation Fund Quote

PWTYX Fund  USD 56.37  0.08  0.14%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Ubs Allocation is trading at 56.37 as of the 3rd of December 2024; that is 0.14% increase since the beginning of the trading day. The fund's open price was 56.29. Ubs Allocation has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Ubs Allocation Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of June 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the funds assets among the various asset classes U.S. equities-20-90 investment grade fixed income-0-70 high yield fixed income-0-15 and cash equivalents-0-50. More on Ubs Allocation Fund

Moving together with Ubs Mutual Fund

  0.97PEVAX Pace Smallmedium ValuePairCorr
  1.0PWTAX Ubs AllocationPairCorr

Moving against Ubs Mutual Fund

  0.72PFXYX Pace Mortgage BackedPairCorr
  0.68PIFYX Pace Intermediate FixedPairCorr
  0.67PFXAX Pace Mortgage BackedPairCorr
  0.63PIFAX Pace Intermediate FixedPairCorr
  0.53PWIYX Pace International EquityPairCorr
  0.47PWITX Pace International EquityPairCorr

Ubs Mutual Fund Highlights

Fund ConcentrationUBS Asset Management Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, UBS Asset Management (View all Sectors)
Update Date31st of December 2024
Fiscal Year EndAugust
Ubs Allocation Fund [PWTYX] is traded in USA and was established 3rd of December 2024. Ubs Allocation is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of UBS Asset Management family. This fund at this time has accumulated 232.37 M in assets with no minimum investment requirementsUbs Allocation is currently producing year-to-date (YTD) return of 17.52% with the current yeild of 0.01%, while the total return for the last 3 years was 5.21%.
Check Ubs Allocation Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ubs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ubs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ubs Allocation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Ubs Allocation Fund Mutual Fund Constituents

AAPLApple IncStockInformation Technology
ABBVAbbVie IncStockHealth Care
AMZNAmazon IncStockConsumer Discretionary
BBREJPMorgan BetaBuilders MSCIEtfReal Estate
BIOBio Rad LaboratoriesStockHealth Care
GOOGLAlphabet Inc Class AStockCommunication Services
IJHiShares Core SPEtfMid-Cap Blend
IWDiShares Russell 1000EtfLarge Value
More Details

Ubs Allocation Risk Profiles

Ubs Allocation Against Markets

Other Information on Investing in Ubs Mutual Fund

Ubs Allocation financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Allocation security.
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