UBS U.S. Allocation Fund (PWTYX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PWTYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PWTYX
PWTYX charges 0.70% annually. There are 296 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PWTYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PWTYX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PWTYX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PWTYX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PWTYX vs BWBIX |
Best Risk-Adjusted Alternatives to PWTYX
PWTYX has a PortfoliosLab risk / return rank of 55. There are 335 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PWTYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PWTYX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PWTYX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | PWTYX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PWTYX vs FSRRX |
Top Performing PWTYX Alternatives (YTD)
PWTYX is at 6.12% YTD. There are 286 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | PWTYX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | PWTYX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | PWTYX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | PWTYX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | PWTYX vs BRUFX |
Lowest Volatility Alternatives to PWTYX
PWTYX has 10.77% 1-year volatility. There are 405 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PWTYX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | PWTYX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PWTYX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | PWTYX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PWTYX vs CSTAX |
Lowest Drawdown Alternatives to PWTYX
PWTYX has a 1-year max drawdown of -7.87%. There are 420 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PWTYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PWTYX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PWTYX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PWTYX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PWTYX vs CSTAX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, DVRUX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Equities | 77 | 19.01% | — | May 2018 | PWTYX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Quality Factor, Large Cap Growth Equities | 8 | -0.43% | — | Jul 2020 | PWTYX vs QGRPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 57 | 10.95% | — | Jul 2020 | PWTYX vs DVRUX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 32 | 0.12% | — | Dec 1972 | PWTYX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 74 | 19.06% | — | Aug 1995 | PWTYX vs PCSVX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 66 | -0.20% | — | Aug 1995 | PWTYX vs PCMNX | |
| UBS Global Allocation Fund | Global Allocation | 68 | 6.81% | — | Aug 1992 | PWTYX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 58 | 2.13% | — | Aug 1995 | PWTYX vs PCGTX | |
| PACE Alternative Strategies Investments | Multistrategy | 43 | 2.56% | — | Apr 2006 | PWTYX vs PASIX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PWTYX vs USIAX |
Often Compared With PWTYX
Investors most often compare PWTYX with SCHG, PCSIX, UDBPX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PWTYX with Any Fund or Stock
Compare PWTYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PWTYX with funds that move differently
UBS U.S. Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PWTYX.
Explore PWTYX Diversifiers