Pace Large Growth Fund Quote
PLAAX Fund | USD 16.13 0.06 0.37% |
PerformanceStrong
| Odds Of DistressLow
|
Pace Large is trading at 16.13 as of the 19th of July 2025; that is 0.37% up since the beginning of the trading day. The fund's open price was 16.07. Pace Large has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 27th of December 2023 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities issued by large capitalization companies. More on Pace Large Growth
Moving together with Pace Mutual Fund
Pace Mutual Fund Highlights
Thematic Ideas | (View all Themes) |
Fund Concentration | UBS Asset Management Funds, Large Growth Funds, Large Growth Funds, Large Blend Funds, Large Growth, UBS Asset Management, Large Growth, Large Growth (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 28th of November 2022 |
Fiscal Year End | July |
Pace Large Growth [PLAAX] is traded in USA and was established 19th of July 2025. Pace Large is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Large 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 788.45 M in assets with no minimum investment requirementsPace Large Growth is currently producing year-to-date (YTD) return of 4.56%, while the total return for the last 3 years was 19.56%.
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 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 Large Growth Mutual Fund Constituents
ALGN | Align Technology | Stock | Health Care | |
GOOG | Alphabet Inc Class C | Stock | Communication Services | |
DLTR | Dollar Tree | Stock | Consumer Staples | |
DG | Dollar General | Stock | Consumer Staples | |
DE | Deere Company | Stock | Industrials | |
CCI | Crown Castle | Stock | Real Estate | |
ILMN | Illumina | Stock | Health Care | |
AMD | Advanced Micro Devices | Stock | Information Technology |
Pace Large Growth Risk Profiles
Mean Deviation | 0.657 | |||
Semi Deviation | 0.5207 | |||
Standard Deviation | 0.9109 | |||
Variance | 0.8297 |
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.
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |