Pace Smallmedium Growth Fund Quote
| PUMYX Fund | USD 15.04 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Pace Small/medium is trading at 15.04 as of the 24th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 15.04. 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. Equity ratings for Pace Smallmedium Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of May 2023 and ending today, the 24th of November 2024. 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
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 | 30th of September 2024 |
Pace Smallmedium Growth [PUMYX] is traded in USA and was established 24th of November 2024. 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 no minimum investment requirementsPace Smallmedium Growth is currently producing year-to-date (YTD) return of 3.8%, while the total return for the last 3 years was -4.0%.
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
| HCSG | Healthcare Services Group | Stock | Industrials | |
| ENSG | The Ensign Group | Stock | Health Care | |
| CHE | Chemed Corp | Stock | Health Care | |
| UNFI | United Natural Foods | Stock | Consumer Staples | |
| FND | Floor Decor Holdings | Stock | Consumer Discretionary | |
| WK | Workiva | Stock | Information Technology | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary |
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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