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UBS US Allocation Y (PWTYX)

On Feb 9: 24.29 USD  Up 0.21 (0.87%)  
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UBS U S ALLOCATION FUND CL Y Delayed quote dataEdit
Net Asset Value: 24.29
Trade Time: Feb 9
Change: Up 0.21 (0.87%)
Prev Close: 24.29
YTD Return*: -2.20%
Net Assets*: 27.79M
Yield*: 2.78%
* As of 31-Jan-10
UBS US Allocation Y (PWTYX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 27.79M
Category: Moderate Allocation
Total Expense Ratio: 0.65%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.20%
5y Avg Return: 0.42%
Rank in Category (ytd): 822
% Rank in Category (ytd): 65.97%
Beta (3y): 1.39
Morningstar Risk Rating: High
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in US fixed income and equity securities. It's 80% policy is a ?non-fundamental? policy. The fund has a policy to provide its shareholders with at least 60 days? prior written notice of any change to the 80% policy.
Fund Profile


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