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UBS US Allocation A PWTAX

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%

Morningstar’s Analysis PWTAX

Will PWTAX outperform in future?

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

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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