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PACE Large Co Growth Equity A PLAAX

Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 14.89  /  1.33 %
  • Total Assets 832.6 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 67%

Morningstar’s Analysis PLAAX

Will PLAAX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings PLAAX

  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.55
57,020,561
Technology
7.01
34,621,633
Consumer Cyclical
5.37
26,545,741
Technology
5.32
26,279,782
Communication Services
4.78
23,591,860
Communication Services
4.70
23,201,912
Healthcare
4.21
20,815,497
Technology

Ssc Government Mm Gvmxx

3.00
14,812,538
Cash and Equivalents
2.62
12,954,574
Technology
2.43
12,011,587
Financial Services