Pace Smallmedium Value Fund Quote
| PEVAX Fund | USD 21.04 0.01 0.05% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Pace Smallmedium is trading at 21.04 as of the 3rd of December 2024; that is 0.05% up since the beginning of the trading day. The fund's open price was 21.03. Pace Smallmedium has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Pace Smallmedium Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
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 percent of its net assets in equity securities issued by smallmedium capitalization companies. More on Pace Smallmedium Value
Moving together with Pace Mutual Fund
| 0.97 | PWTYX | Ubs Allocation | PairCorr |
| 0.86 | PHDTX | Pace High Yield | PairCorr |
| 0.75 | PHIAX | Pace High Yield | PairCorr |
| 0.94 | PLAAX | Pace Large Growth | PairCorr |
Moving against Pace Mutual Fund
Pace Mutual Fund Highlights
| Fund Concentration | UBS Asset Management Funds, Large Funds, Small Value Funds, Small Value, UBS Asset Management, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Fiscal Year End | July |
Pace Smallmedium Value [PEVAX] is traded in USA and was established 3rd of December 2024. Pace Smallmedium is listed under UBS Asset Management category by Fama And French industry classification. The fund is listed under Small Value category and is part of UBS Asset Management family. This fund at this time has accumulated 447.95 M in assets with no minimum investment requirementsPace Smallmedium Value is currently producing year-to-date (YTD) return of 15.68% with the current yeild of 0.0%, while the total return for the last 3 years was 5.1%.
Check Pace Smallmedium Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pace Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pace Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pace Smallmedium Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pace Smallmedium Value Mutual Fund Constituents
| BECN | Beacon Roofing Supply | Stock | Industrials | |
| WAFD | Washington Federal | Stock | Financials | |
| ATI | Allegheny Technologies Incorporated | Stock | Materials | |
| PDCE | PDC Energy | Stock | Energy | |
| DBD | Diebold Nixdorf, Incorporated | Pink Sheet | Information Technology | |
| CARS | Cars Inc | Stock | Communication Services | |
| FET | Forum Energy Technologies | Stock | Energy | |
| GBCI | Glacier Bancorp | Stock | Financials |
Pace Smallmedium Value Risk Profiles
| Mean Deviation | 0.7724 | |||
| Semi Deviation | 0.6624 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 |
Pace Smallmedium Against Markets
Other Information on Investing in Pace Mutual Fund
Pace Smallmedium financial ratios help investors to determine whether Pace Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pace with respect to the benefits of owning Pace Smallmedium security.
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