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Nasdaq - Delayed Quote USD

PACE Small/Medium Co Val Eq P2 (PVETX)

16.87
-0.04
(-0.24%)
At close: April 17 at 8:02:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • Vanguard NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. Under normal circumstances, it 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. The fund may invest up to 10% of its total assets in non-U.S. securities, which may trade either within or outside the U.S.

Fund Overview

Category Small Value
Fund Family UBS Asset Management
Net Assets 314.52M
YTD Return 0.00%
Yield 0.00%
Morningstar Rating
Inception Date Nov 27, 2000

Performance & Risk

YTD Return -0.18%
5y Average Return 0.00%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

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