Morningstar

PACE Large Co Growth Equity Investments Class A PLAAX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 13.13  /  −0.98 %
  • Total Assets 664.9M
  • 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 0.00
  • Turnover 69%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PLAAX

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

  • People Pillar

    The People Pillar is our evaluation of the PLAAX 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 PLAAX’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 A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PLAAX

More PLAAX 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

11.31 62M
Technology

Apple Inc

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Technology

Alphabet Inc Class C

6.71 37M
Communication Services

Microsoft Corp

4.71 26M
Technology

Broadcom Inc

4.13 23M
Technology

Ssc Government Mm Gvmxx

3.16 17M
Cash and Equivalents

Meta Platforms Inc Class A

2.82 15M
Communication Services

Amazon.com Inc

2.81 15M
Consumer Cyclical

Tesla Inc

2.65 15M
Consumer Cyclical

GE Vernova Inc

2.40 13M
Industrials

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