Pace Large Value Fund Quote

PCPAX Fund  USD 22.18  0.05  0.22%   

Performance

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Odds Of Distress

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Low
Pace Large is trading at 22.18 as of the 21st of July 2025; that is 0.22% down since the beginning of the trading day. The fund's open price was 22.23. Pace Large has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 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

  0.97PEVAX Pace Smallmedium ValuePairCorr
  0.93PWITX Pace International EquityPairCorr
  0.99PWTAX Ubs AllocationPairCorr
  0.99PWTYX Ubs AllocationPairCorr
  0.97EMPTX Ubs Emerging MarketsPairCorr

Pace Mutual Fund Highlights

Thematic IdeaLarge Value Funds (View all Themes)
Fund ConcentrationUBS Asset Management Funds, Large Value Funds, Large Value Funds, Large Value, UBS Asset Management, Large Value, Large Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of November 2022
Fiscal Year EndJuly
Pace Large Value [PCPAX] is traded in USA and was established 21st of July 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 820.82 M in assets with no minimum investment requirementsPace Large Value is currently producing year-to-date (YTD) return of 10.94% with the current yeild of 0.01%, while the total return for the last 3 years was 15.29%.
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

CCitigroupStockFinancials
BACBank of AmericaStockFinancials
CVXChevron CorpStockEnergy
JNJJohnson JohnsonStockHealth Care
GDGeneral DynamicsStockIndustrials
MTBMT BankStockFinancials
MSMorgan StanleyStockFinancials
OMCOmnicom GroupStockCommunication Services
More Details

Pace Large Value Risk Profiles

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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