Pace Smallmedium Growth Fund Quote
| PCSGX Fund | USD 15.58 0.03 0.19% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Pace Small/medium is trading at 15.58 as of the 20th of January 2025; that is 0.19% increase since the beginning of the trading day. The fund's open price was 15.55. Pace Small/medium has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities issued by smallmedium capitalization companies. Smallmedium capitalization companies means companies with a total market capitalization within the market capitalization range of the companies in the Russell 2500 Growth Index at the time of purchase. More on Pace Smallmedium Growth
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Pace Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Funds, Small Growth Funds, Small Growth, UBS Asset Management (View all Sectors) |
| Update Date | 31st of December 2024 |
Pace Smallmedium Growth [PCSGX] is traded in USA and was established 20th of January 2025. Pace Small/medium is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of UBS Asset Management family. This fund at this time has accumulated 573.83 M in assets with minimum initial investment of 10 K. Pace Smallmedium Growth is currently producing year-to-date (YTD) return of 1.85%, while the total return for the last 3 years was 0.86%.
Check Pace Small/medium 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 Smallmedium Growth 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 Smallmedium Growth Mutual Fund Constituents
| CSGP | CoStar Group | Stock | Industrials | |
| HEI | Heico | Stock | Industrials | |
| WSC | Willscot Mobile Mini | Stock | Industrials | |
| WK | Workiva | Stock | Information Technology | |
| USPH | US Physicalrapy | Stock | Health Care | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| TDOC | Teladoc | Stock | Health Care | |
| SPSC | SPS Commerce | Stock | Information Technology |
Pace Smallmedium Growth Risk Profiles
| Mean Deviation | 0.9563 | |||
| Semi Deviation | 1.29 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
Pace Small/medium Against Markets
Other Information on Investing in Pace Mutual Fund
Pace Small/medium 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 Small/medium security.
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