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PWTAX UBS US Allocation A

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Fund PWTAX UBS US Allocation A FBALX Fidelity® Balanced  
100% 85%
Annual Fees
(1.03% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,549.89 $29,541.02
Est. savings over 30 yrs +$3,991.13
As of 12/31/16
1 YR RETURN 6.23%
3 YR 5.57%
5 YR 10.00%
10 YR 4.57%
1 YR RETURN 7.01%
3 YR 5.85%
5 YR 10.04%
10 YR 5.99%
The investment seeks total return, consisting of long-term capital appreciation and current income. 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 its 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 the fund's investment strategies.
The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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