About PCPAX
PACE Large Co Value Equity Investments Class A is an open-end mutual fund focused on providing capital appreciation and dividend income by investing in large-cap U.S. companies believed to be undervalued. The fund's strategy emphasizes value investing, targeting firms with strong fundamentals trading below their intrinsic worth. Its portfolio is broadly diversified across various sectors including financial services, consumer defensive, healthcare, industrials, and technology, with notable holdings such as Unilever, JPMorgan Chase, Merck, and General Dynamics. At least 80% of its net assets are typically allocated to equity securities of large-cap companies, defined by their inclusion in the market cap range of the Russell 1000 Value Index. The fund is managed by seasoned professionals with expertise in value-oriented investment processes, and it distributes income primarily from dividend-yielding stocks. PACE Large Co Value Equity Investments Class A plays a significant role for investors seeking exposure to established U.S. companies with potential for growth and income, while also offering diversification and automatic rebalancing benefits as part of the broader PACE Select Funds lineup.
Fund Family UBS Asset Management
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PCPAX
Share Class Class A
Index Russell 1000 Value TR
PCPAX had a total return of 19.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.84%.
