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Nasdaq - Delayed Quote USD

PACE Small/Medium Co Growth Equity Y (PUMYX)

15.04
-0.04
(-0.27%)
At close: 8:02:00 PM EDT
Loading Chart for PUMYX
  • Previous Close 15.08
  • YTD Return 5.18%
  • Expense Ratio 0.73%
  • Category Small Growth
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 260.71M
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 94.00%
  • Last Dividend --
  • Inception Date Sep 15, 2021

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

260.71M

Net Assets

2021-09-15

Inception Date

Performance Overview: PUMYX

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Trailing returns as of 3/26/2024. Category is Small Growth.

YTD Return

PUMYX
5.18%
Category
12.40%
 

1-Year Return

PUMYX
12.89%
Category
55.69%
 

3-Year Return

PUMYX
2.27%
Category
19.34%
 

5-Year Return

PUMYX
8.27%
Category
20.72%
 

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Holdings: PUMYX

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Sector Weightings

SectorPUMYX
Technology   40.39%
Healthcare   28.50%
Industrials   12.04%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: PUMYX

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Research Reports: PUMYX

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