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PACE Large Co Value Equity P PCLVX

Quantitative rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 19.14  /  0.73 %
  • Total Assets 892.8 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.48%
  • Turnover 42%

Morningstar’s Analysis PCLVX

Will PCLVX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit PACE Large Co Value Equity P to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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