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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1087 | 1175 | 1140 | 1547 | 2100 |
Fund Return | 3.61% | 8.69% | 17.51% | 4.48% | 9.12% | 7.7% |
Place in category | 188 | 125 | 154 | 249 | 77 | 81 |
% in Category | 27 | 18 | 23 | 38 | 15 | 18 |
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.68B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 56.14B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.52 | 5.47 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.10 | 448.99 | +1.28% | |
E-Mini Russ 2000 Mar24 Xcme 20240315 | - | 3.08 | - | - | |
Apple | US0378331005 | 3.00 | 246.49 | -0.52% | |
Alphabet A | US02079K3059 | 2.42 | 195.40 | +5.52% | |
Amazon.com | US0231351067 | 2.18 | 230.26 | +2.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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