Pace Large Financials
| PLAAX Fund | USD 14.98 0.07 0.47% |
Pace |
Please note that past performance is not an indicator of the future performance of Pace Large, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pace Large Fund Summary
Pace Large competes with Amana Income, Amana Income, Amana Developing, and Amana Developing. The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities issued by large capitalization companies. It may invest up to 20 percent of its total assets in non-U.S. securities, which may trade either within or outside the U.S.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO UBS ASSET |
| Mutual Fund Family | UBS Asset Management |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 800 647 1568 |
| Currency | USD - US Dollar |
Pace Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pace Large's current stock value. Our valuation model uses many indicators to compare Pace Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pace Large competition to find correlations between indicators driving Pace Large's intrinsic value. More Info.Pace Large Growth is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pace Large Growth is roughly 6.93 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Pace Large by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Pace Large's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pace Large's earnings, one of the primary drivers of an investment's value.Pace Large Growth Systematic Risk
Pace Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pace Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Pace Large Growth correlated with the market. If Beta is less than 0 Pace Large generally moves in the opposite direction as compared to the market. If Pace Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pace Large Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pace Large is generally in the same direction as the market. If Beta > 1 Pace Large moves generally in the same direction as, but more than the movement of the benchmark.
Pace Large Thematic Clasifications
Pace Large Growth is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Pace Large Growth is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 4.36 Billion. Pace Large retains roughly 788.45 Million in net asset claiming about 18% of funds under Large Growth category.| Large Blend Funds | View |
Pace Large April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pace Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pace Large Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pace Large Growth based on widely used predictive technical indicators. In general, we focus on analyzing Pace Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pace Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.0032 | |||
| Maximum Drawdown | 5.84 | |||
| Value At Risk | (1.86) | |||
| Potential Upside | 1.96 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pace Large Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Pace Large Growth information on this page should be used as a complementary analysis to other Pace Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.