PACE Large Co Growth Equity Investments Class A
PLAAX
NASDAQ
Weiss Ratings | PLAAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | PLAAX-NASDAQ | Click to Compare |
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Provider | UBS Asset Management | |||
Manager/Tenure (Years) | Mabel Lung (29), Fred Lee (15), Joseph Wilson (8), 14 others | |||
Website | http://www.ubs.com | |||
Fund Information | PLAAX-NASDAQ | Click to Compare |
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Fund Name | PACE Large Co Growth Equity Investments Class A | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Nov 27, 2000 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 100.00 | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | PLAAX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | PLAAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.17% | |||
Asset Allocation | PLAAX-NASDAQ | Click to Compare |
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Cash | 5.74% | |||
Stock | 94.26% | |||
U.S. Stock | 91.46% | |||
Non-U.S. Stock | 2.80% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | PLAAX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.48% | |||
30-Day Total Return | 1.54% | |||
60-Day Total Return | 5.80% | |||
90-Day Total Return | 9.61% | |||
Year to Date Total Return | 6.83% | |||
1-Year Total Return | 13.67% | |||
2-Year Total Return | 48.66% | |||
3-Year Total Return | 64.69% | |||
5-Year Total Return | 75.31% | |||
Price | PLAAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | PLAAX-NASDAQ | Click to Compare |
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Nav | $16.41 | |||
1-Month Low NAV | $15.97 | |||
1-Month High NAV | $16.54 | |||
52-Week Low NAV | $12.83 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $18.23 | |||
52-Week High Price (Date) | Dec 11, 2024 | |||
Beta / Standard Deviation | PLAAX-NASDAQ | Click to Compare |
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Beta | 1.05 | |||
Standard Deviation | 17.12 | |||
Balance Sheet | PLAAX-NASDAQ | Click to Compare |
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Total Assets | 769.12M | |||
Operating Ratios | PLAAX-NASDAQ | Click to Compare |
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Expense Ratio | 1.13% | |||
Turnover Ratio | 48.00% | |||
Performance | PLAAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 19.13% | |||
Last Bear Market Total Return | -19.15% | |||