The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the fund's assets among the various asset classes: (1) U.S. equities-20-90%; (2) investment grade fixed income-0-70%; (3) high yield fixed income-0-15%; and (4) cash equivalents-0-50%. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.

Nasdaq

PWTYX

The mutual fund primarily invests in U.S. companies, focusing on large-cap equities while occasionally participating in IPOs. It may also invest in ETFs and other investment companies to access stock market exposure and maintain liquidity, operating as a non-diversified fund.

QGRPX

The mutual fund's investment objective is to primarily invest in equity securities of companies with ties to China, including the People's Republic of China and Hong Kong. It aims to allocate at least 80% of its assets towards this strategy and is structured as a non-diversified fund.

UACPX

Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in bonds and/or instruments that provide exposure to bonds issued by development banks. It invests in multilateral development bank bonds but may also invest in regional or national development bank obligations. The fund's investment in obligations issued by the International Bank for Reconstruction and Development and the Inter-American Development Bank may be significant, but the fund normally will not invest more than 25% of its net assets in either issuer. It is non-diversified.

UDBPX

The fund invests in or seeks exposure to companies based on various financial factors, fundamental sustainability factors such as environmental, social and governance performance along with assessing the current and potential ability of such companies to have a measurable impact on society and the environment. Under normal circumstances, it invests a substantial portion of its net assets (plus borrowings for investment purposes, if any) in equity securities.

UEIPX

Under normal circumstances, the fund invests in fixed income securities and money market instruments. It will, under normal circumstances, invest more than 25% of its total assets in the financial services group of industries. The fund may invest in money market funds. It may invest in securities of any maturity, but will generally limit its weighted average portfolio duration to one year or less.

USIAX

The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in bonds and/or instruments that provide exposure to bond markets. It will invest at least 75% of its net assets in securities that, at the time of purchase, are rated investment grade by an independent rating agency (or, if unrated, are deemed to be of comparable quality by the Advisor), but may invest up to 25% in securities rated below investment grade (also known as lower-rated or "junk bonds").

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	May 9, 1993	0.70%	3.47%	7.84%	1.56%
QGRPX	UBS US Quality Growth At Reasonable Price Fund	Large Cap Growth Equities	Jul 8, 2020	0.50%	8.14%	—	0.39%
UACPX	UBS All China Equity Fund	China Equities	Feb 23, 2021	1.10%	6.71%	—	2.13%
UDBPX	UBS Sustainable Development Bank Bond Fund	Global Bonds	Oct 23, 2018	0.25%	-1.37%	—	2.43%
UEIPX	UBS Engage For Impact Fund	Global Equities	Oct 23, 2018	0.85%	4.44%	—	0.63%
USIAX	UBS Ultra Short Income Fund	Ultrashort Bond	May 29, 2018	0.35%	1.63%	—	5.24%
UTBPX	UBS Multi Income Bond Fund	Intermediate Core-Plus Bond	Dec 19, 1972	1.72%	-1.20%	—	3.91%

UBS Asset Management Mutual Funds List

Risk vs. Return Scatterplot