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 295 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 Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PWTYX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | PWTYX vs FYMIX |
Best Risk-Adjusted Alternatives to PWTYX
PWTYX has a PortfoliosLab risk / return rank of 63. There are 249 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 | 97 | — | Dec 2009 | PWTYX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | PWTYX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | PWTYX vs AYBLX |
Top Performing PWTYX Alternatives (YTD)
PWTYX is at 7.11% YTD. There are 229 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | PWTYX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | PWTYX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | PWTYX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | PWTYX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | PWTYX vs SMIFX |
Lowest Volatility Alternatives to PWTYX
PWTYX has 10.55% 1-year volatility. There are 405 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PWTYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | PWTYX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | PWTYX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PWTYX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | PWTYX vs CSTAX |
Lowest Drawdown Alternatives to PWTYX
PWTYX has a 1-year max drawdown of -7.87%. There are 422 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | PWTYX vs FSRKX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 93 | 31.56% | — | May 2018 | PWTYX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 11 | -0.43% | — | Jul 2020 | PWTYX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 38 | 1.31% | — | Dec 1972 | PWTYX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 59 | 10.37% | — | Jul 2020 | PWTYX vs DVRUX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 73 | 1.36% | — | Aug 1995 | PWTYX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 51 | 3.84% | — | Apr 2006 | PWTYX vs PASIX | |
| UBS Global Allocation Fund | Global Allocation | 72 | 8.13% | — | Aug 1992 | PWTYX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 49 | 2.92% | — | Aug 1995 | PWTYX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PWTYX vs USIAX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 55 | 15.66% | — | Aug 1995 | PWTYX vs PCSVX |
Often Compared With PWTYX
Investors most often compare PWTYX with SCHG, PCSIX, UDBPX. These 20 comparison targets span 8 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