Pace Large Value Fund Quote
| PCPAX Fund | USD 21.43 0.13 0.61% |
PerformanceGood
| Odds Of DistressLow
|
Pace Large is trading at 21.43 as of the 19th of March 2025; that is 0.61% up since the beginning of the trading day. The fund's open price was 21.3. Pace Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in stocks of U.S. companies that are believed to be undervalued. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities issued by large capitalization companies. The fund may invest up to 20 percent of its total assets in non-U.S. More on Pace Large Value
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Pace Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Value Funds, Large Value, UBS Asset Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Pace Large Value [PCPAX] is traded in USA and was established 19th of March 2025. Pace Large is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Large Value category and is part of UBS Asset Management family. This fund at this time has accumulated 820.82 M in assets with no minimum investment requirementsPace Large Value is currently producing year-to-date (YTD) return of 3.94% with the current yeild of 0.01%, while the total return for the last 3 years was 10.54%.
Check Pace Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pace Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pace Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pace Large Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pace Large Value Mutual Fund Constituents
| MS | Morgan Stanley | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ARES | Ares Management LP | Stock | Financials | |
| TGT | Target | Stock | Consumer Staples | |
| MTB | MT Bank | Stock | Financials | |
| MPC | Marathon Petroleum Corp | Stock | Energy |
Pace Large Value Risk Profiles
| Mean Deviation | 0.7186 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.56 | |||
| Risk Adjusted Performance | (0.06) |
Pace Large Against Markets
Other Information on Investing in Pace Mutual Fund
Pace Large financial ratios help investors to determine whether Pace Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pace with respect to the benefits of owning Pace Large security.
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