| PWTYX Fund | | | USD 50.91 -0.28 -0.55% |
The statistic functions module provides an execution environment for Linear Regression Slope function and related indicators on UBS US. It emphasizes statistical functions describing dispersion and variability while keeping volatility, risk, and performance context in view.Select Time Period to run this model.
Most technical analysis of UBS US help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for UBS from various momentum indicators to cycle indicators. When you analyze UBS charts, please remember that the event formation may indicate an entry point for a short seller, and look at other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
The fund overview for UBS US summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to UBS Asset Management Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds. The current allocation is approximately 53.0% equities, 3.0% bonds and 10.0% cash. It is classified under Allocation--50% to 70% Equity within the UBS Asset Management family.
Methodology
Unless otherwise specified, data for UBS Allocation Fund is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. UBS Allocation Fund market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: Macroaxis analytics incorporate public fund disclosures, holdings reports, and market data feeds and official disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Data harmonization may result in minor timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
UBS Allocation Fund may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
This content is curated and reviewed by:
Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on February 23rd, 2026
Portfolio analytics tied to UBS Allocation Fund help investors review performance in context instead of judging the holding in isolation. The stronger process keeps portfolio transparency high without forcing constant manual review of every holding.