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PACE Large Co Growth Equity P PCLCX

Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 17.84  /  +0.79 %
  • Total Assets 834.1 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield
  • Turnover 67%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PCLCX

Will PCLCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

PACE Large Co Growth Equity P's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PCLCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.55 57.0 Mil
Technology

Amazon.com Inc

7.01 34.6 Mil
Consumer Cyclical

NVIDIA Corp

5.37 26.5 Mil
Technology

Meta Platforms Inc Class A

5.32 26.3 Mil
Communication Services

Alphabet Inc Class C

4.78 23.6 Mil
Communication Services

Eli Lilly and Co

4.70 23.2 Mil
Healthcare

Apple Inc

4.21 20.8 Mil
Technology

Ssc Government Mm Gvmxx

3.00 14.8 Mil
Cash and Equivalents

Broadcom Inc

2.62 13.0 Mil
Technology

Mastercard Inc Class A

2.43 12.0 Mil
Financial Services