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Morningstar

UBS US Allocation A PWTAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 43.01  /  1.01 %
  • Total Assets 219.7 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.87%
  • Turnover 96%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:55 PM GMT+00:00

Morningstar’s Analysis PWTAX

Will PWTAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PWTAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PWTAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PWTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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UBS US Allocation A's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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