Pace Large Growth Fund Quote
| PLAAX Fund | USD 17.56 0.12 0.68% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Pace Large is trading at 17.56 as of the 28th of November 2024; that is 0.68% down since the beginning of the trading day. The fund's open price was 17.68. Pace Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Pace Large Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities issued by large capitalization companies. More on Pace Large Growth
Moving together with Pace Mutual Fund
| 0.93 | PEVAX | Pace Smallmedium Value | PairCorr |
| 0.94 | PWTAX | Ubs Allocation | PairCorr |
| 0.98 | PWTYX | Ubs Allocation | PairCorr |
Moving against Pace Mutual Fund
Pace Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | UBS Asset Management Funds, Large Growth Funds, Large Blend Funds, Large Growth, UBS Asset Management, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Pace Large Growth [PLAAX] is traded in USA and was established 28th of November 2024. Pace Large is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of UBS Asset Management family. The entity is thematically classified as Large Blend Funds. This fund at this time has accumulated 788.45 M in assets with no minimum investment requirementsPace Large Growth is currently producing year-to-date (YTD) return of 28.02%, while the total return for the last 3 years was 7.04%.
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 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 Large Growth Mutual Fund Constituents
| BIIB | Biogen Inc | Stock | Health Care | |
| NFLX | Netflix | Stock | Communication Services | |
| DG | Dollar General | Stock | Consumer Staples | |
| ALGN | Align Technology | Stock | Health Care | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| HAS | Hasbro Inc | Stock | Consumer Discretionary | |
| BX | Blackstone Group | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology |
Pace Large Growth Risk Profiles
| Mean Deviation | 0.6184 | |||
| Semi Deviation | 0.7807 | |||
| Standard Deviation | 0.9043 | |||
| Variance | 0.8178 |
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.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |