Pace Large Value Fund Quote
| PCLVX Fund | USD 21.29 0.03 0.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pace Large is trading at 21.29 as of the 16th of February 2025; that is 0.14% down since the beginning of the trading day. The fund's open price was 21.32. Pace Large 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 17th of January 2025 and ending today, the 16th of February 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
Moving together with Pace Mutual Fund
Pace Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | UBS Asset Management Funds, Large Value Funds, Large Value Funds, Large Value, UBS Asset Management, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Pace Large Value [PCLVX] is traded in USA and was established 16th of February 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. The entity is thematically classified as Large Value Funds. This fund at this time has accumulated 1.31 B in assets with minimum initial investment of 10 K. Pace Large Value is currently producing year-to-date (YTD) return of 5.61% with the current yeild of 0.02%, while the total return for the last 3 years was 9.58%.
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
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| GD | General Dynamics | Stock | Industrials | |
| OMC | Omnicom Group | Stock | Communication Services | |
| AES | The AES | Stock | Utilities | |
| FAST | Fastenal Company | Stock | Industrials | |
| C | Citigroup | Stock | Financials | |
| CB | Chubb | Stock | Financials |
Pace Large Value Risk Profiles
| Mean Deviation | 0.6209 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.38 | |||
| Risk Adjusted Performance | (0.05) |
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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