Morningstar

PACE Large Co Value Equity Investments Class P PCLVX

Morningstar Medalist Rating
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Medalist Rating as of See UBS Investment Hub
  • NAV / 1-Day Return $24.83  /  −0.40 %
  • Fund Size $787.5M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 1.20%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis PCLVX

Will PCLVX 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 PCLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCLVX 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 PCLVX’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 Value 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

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Portfolio Holdings PCLVX

More PCLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.11 26M
Technology

TE Connectivity PLC Registered Shares

3.13 16M
Technology

Unilever PLC ADR

2.98 15M
Consumer Defensive

American International Group Inc

2.91 15M
Financial Services

Merck & Co Inc

2.65 14M
Healthcare

Huntington Bancshares Inc

2.64 14M
Financial Services

Raymond James Financial Inc

2.44 12M
Financial Services

Marsh

2.31 12M
Financial Services

Keurig Dr Pepper Inc

2.31 12M
Consumer Defensive

Gaming and Leisure Properties Inc

2.29 12M
Real Estate

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