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PACE Small/Medium Co Gr Eq P2 (PUMTX)
12.63
+0.09
+(0.72%)
At close: April 17 at 8:02:00 PM EDT
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12.54 - YTD Return 2.32%
- Expense Ratio 0.73%
- Category Small Growth
- Last Cap Gain 6.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 260.04M
- Beta (5Y Monthly) 0.94
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 41.00%
- Last Dividend --
- Inception Date Aug 24, 1995
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by small/medium capitalization companies. Small/medium capitalization companies means companies with a total market capitalization within the market capitalization range of the companies in the Russell 2500® Growth Index at the time of purchase. The fund may from time to time invest a significant portion of its assets in the stocks of companies in various economic sectors, such as technology.
UBS Asset Management
Fund Family
Small Growth
Fund Category
260.04M
Net Assets
1995-08-24
Inception Date
Performance Overview: PUMTX
View MoreTrailing returns as of 6/28/2023. Category is Small Growth.
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Holdings: PUMTX
View MoreSector Weightings
SectorPUMTX
Technology 40.39%
Healthcare 28.50%
Industrials 12.04%
Consumer Cyclical 8.24%
Consumer Defensive 6.80%
Financial Services 4.03%
Real Estate 0.00%
Basic Materials 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: PUMTX
View MoreResearch Reports: PUMTX
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