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
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- 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
View MoreTrailing returns as of 3/26/2024. Category is Small Growth.
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Holdings: PUMYX
View MoreSector Weightings
SectorPUMYX
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: PUMYX
View MoreResearch Reports: PUMYX
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