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PWTAX Chart NMFQS:PWTAX

Allocation--50% to 70% Equity | UBS Asset Management
$53.96
↑ $0.00 (0.00%)
Last Updated: Jul 18, 2026

PWTAX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for UBS U.S. Allocation Fund Class A (PWTAX). For complete fund information and metrics, visit the Ubs U.S. Allocation Fund Class A (PWTAX) fund's overview page.


Performance Summary

YTD Return 7.48%
1-Year Return 23.03%
3-Year Return 15.23%
5-Year Return 7.66%
NAV $53.96
Previous Close $53.96

Fund Metrics

Net Assets $225.19 Million
Expense Ratio 1.03%
Dividend Yield 0.01%
Morning Star Rating -
Inception Date 1993-05-10
Update Date 2026-03-31