Morningstar

PACE Large Co Growth Equity Investments Class P PCLCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See UBS Investment Hub
  • NAV / 1-Day Return $16.34  /  −0.18 %
  • Fund Size $647.4M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 83%
NAV and 1-Day Return as of

Morningstar’s Analysis PCLCX

Will PCLCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PACE Large Co Growth Equity P holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCLCX

More PCLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.71 70M
Technology

Alphabet Inc Class C

6.76 44M
Communication Services

Apple Inc

6.36 42M
Technology

Broadcom Inc

4.59 30M
Technology

State Street® SPDR® S&P 500® ETF

4.47 29M
—

Invesco QQQ Trust

4.17 27M
—

Advanced Micro Devices Inc

3.00 20M
Technology

Eli Lilly and Co

2.46 16M
Healthcare

Ssc Government Mm Gvmxx

2.24 15M
Cash and Equivalents

The Goldman Sachs Group Inc

2.08 14M
Financial Services

Sponsor Center