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Pace Small/medium Co Value Equity Investments Class Y (PVEYX)

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21.530 -0.000    0.00%
29/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  UBS Asset Management
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 81.53K
PACE Small/Medium Co Value Equity Investments Clas 21.530 -0.000 0.00%

Pace Small/medium Co Value Equity Investments Class Y Overview

 
Find basic information about the Pace Small/medium Co Value Equity Investments Class Y mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PVEYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US69373W6738)
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Rating
1-Year Change16.13%
Prev. Close21.53
Risk Rating
TTM Yield0.61%
ROE12.75%
IssuerUBS Asset Management
Turnover119%
ROA3.78%
Inception DateDec 20, 2000
Total Assets81.53K
Expenses1.04%
Min. Investment2,000,000
Market Cap5.9B
CategorySmall Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 987 1255 1072 1544 2063
Fund Return 6.48% -1.29% 25.46% 2.36% 9.07% 7.51%
Place in category 281 111 356 374 265 158
% in Category 55 21 69 83 62 49

Top Equity Funds by UBS Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  PACE Large Co Growth Equity P 796.79M 29.65 8.66 14.02
  PACE Large Co Value Equity P 704.19M 20.41 11.99 8.77
  PACE International Equity P 663.7M 9.15 5.69 5.98
  PACE Small/Medium Co Growth Equity 274.19M 20.49 1.39 9.88
  PACE Small/Medium Co Value Equity P 289.55M -0.63 -0.31 7.04

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 22.72B 12.05 6.25 8.94
  DFA US Small Cap Value I 17.47B 7.80 8.46 8.65
  DFA US Targeted Value I 14.35B 18.32 12.33 10.16
  Vanguard Small Cap Value Index I 6.71B 12.08 6.26 8.95
  Pear Tree Polaris Small Cap Ord 4.23B 18.75 10.14 7.80

Top Holdings

Name ISIN Weight % Last Change %
  Mohawk Industries US6081901042 2.40 130.97 0.00%
  ManpowerGroup US56418H1005 1.58 61.00 -1.45%
  Tapestry US8760301072 1.48 62.30 +1.48%
  Korn Ferry US5006432000 1.38 71.19 -1.03%
Columbia Banking System Inc - 1.36 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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