Pace Smallmedium Growth Fund Quote
| PQUAX Fund | USD 14.08 0.16 1.15% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Pace Smallmedium is trading at 14.08 as of the 12th of November 2024; that is 1.15% up since the beginning of the trading day. The fund's open price was 13.92. Pace Smallmedium 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. Equity ratings for Pace Smallmedium Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2024 and ending today, the 12th 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
Moving together with Pace Mutual Fund
| 0.93 | PEVAX | Pace Smallmedium Value | PairCorr |
| 0.93 | PWTAX | Ubs Allocation | PairCorr |
| 0.91 | PWTYX | Ubs Allocation | PairCorr |
Moving against Pace Mutual Fund
Pace Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | UBS Asset Management Funds, Large Funds, Small Growth Funds, Large Growth Funds, Large Blend Funds, Small Growth, UBS Asset Management, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | July |
Pace Smallmedium Growth [PQUAX] is traded in USA and was established 12th of November 2024. Pace Smallmedium 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. The entity is thematically classified as Large Growth Funds. This fund at this time has accumulated 493.91 M in assets with no minimum investment requirementsPace Smallmedium Growth is currently producing year-to-date (YTD) return of 17.87%, while the total return for the last 3 years was -2.85%.
Check Pace Smallmedium 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
| GLOB | Globant SA | Stock | Information Technology | |
| CSGP | CoStar Group | Stock | Industrials | |
| CHE | Chemed Corp | Stock | Health Care | |
| FRPT | Freshpet | Stock | Consumer Staples | |
| WSC | Willscot Mobile Mini | Stock | Industrials | |
| PRO | PROS Holdings | Stock | Information Technology | |
| USPH | US Physicalrapy | Stock | Health Care | |
| ALRM | Alarm Holdings | Stock | Information Technology |
Pace Smallmedium Growth Risk Profiles
| Mean Deviation | 0.8727 | |||
| Semi Deviation | 0.7268 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 |
Pace Smallmedium Against Markets
Other Information on Investing in Pace Mutual Fund
Pace Smallmedium 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 Smallmedium security.
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