PWTAX Mutual Fund Quote

PWTAX
 Fund
  

USD 41.95  1.92  4.38%   

Market Performance
0 of 100
Odds Of Distress
Less than 3
UBS US is trading at 41.95 as of the 5th of October 2022; that is -4.38 percent decrease since the beginning of the trading day. The fund's open price was 43.87. UBS US has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for UBS US Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of July 2022 and ending today, the 5th of October 2022. Click here to learn more.
The investment seeks total return, consisting of long-term capital appreciation and current income. UBS US is traded on NASDAQ Exchange in the United States. More on UBS US Allocation

Moving together with UBS US

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UBS US Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. UBS US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding UBS US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
UBS US Allocation generated a negative expected return over the last 90 days
The fund maintains about 10.62% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of UBS US's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate29th of December 2020
UBS US Allocation [PWTAX] is traded in USA and was established 5th of October 2022. The fund is listed under Allocation--50% to 70% Equity category and is part of UBS Asset Management family. UBS US Allocation at this time has accumulated 261.35 M in assets with minimum initial investment of 1 K. , while the total return for the last 3 years was 5.77%.
Check UBS US 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 PWTAX 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 PWTAX 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 US Allocation 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 US Allocation Constituents

UBS US Target Price Odds Analysis

Based on a normal probability distribution, the odds of UBS US jumping above the current price in 90 days from now is about 99.0%. The UBS US Allocation probability density function shows the probability of UBS US mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon UBS US has a beta of 0.0584 indicating as returns on the market go up, UBS US average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding UBS US Allocation will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. UBS US Allocation is significantly underperforming DOW.
  Odds Below 41.95HorizonTargetOdds Above 41.95
1.14%90 days
 41.95 
98.84%
Based on a normal probability distribution, the odds of UBS US to move above the current price in 90 days from now is about 99.0 (This UBS US Allocation probability density function shows the probability of PWTAX Mutual Fund to fall within a particular range of prices over 90 days) .

UBS US Allocation Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. UBS US market risk premium is the additional return an investor will receive from holding UBS US long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in UBS US. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although UBS US's alpha and beta are two of the key measurements used to evaluate UBS US's performance over the market, the standard measures of volatility play an important role as well.

UBS US Against Markets

Picking the right benchmark for UBS US mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in UBS US mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for UBS US is critical whether you are bullish or bearish towards UBS US Allocation at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in UBS US without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in UBS US Allocation?

The danger of trading UBS US Allocation is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of UBS US is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than UBS US. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile UBS US Allocation is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the UBS US Allocation information on this page should be used as a complementary analysis to other UBS US's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try CEO Directory module to screen CEOs from public companies around the world.

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When running UBS US Allocation price analysis, check to measure UBS US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS US is operating at the current time. Most of UBS US's value examination focuses on studying past and present price action to predict the probability of UBS US's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move UBS US's price. Additionally, you may evaluate how the addition of UBS US to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between UBS US's value and its price as these two are different measures arrived at by different means. Investors typically determine UBS US value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.