Pace Small/medium is trading at 15.45 as of the 22nd of March 2025; that is 0.65% up since the beginning of the trading day. The fund's open price was 15.35. Pace Small/medium has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities issued by smallmedium capitalization companies. More on Pace Smallmedium Value
Pace Smallmedium Value [PEVAX] is traded in USA and was established 22nd of March 2025. Pace Small/medium is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Small Value category and is part of UBS Asset Management family. The entity is thematically classified as Small Growth Funds. This fund at this time has accumulated 447.95 M in assets with no minimum investment requirementsPace Smallmedium Value is currently producing year-to-date (YTD) return of 1.78% with the current yeild of 0.01%, while the total return for the last 3 years was 1.65%.
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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 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 Smallmedium Value Mutual Fund Constituents
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.