About PLAAX
PACE Large Co Growth Equity Investments Class A is a mutual fund focused on delivering long-term capital appreciation by investing primarily in large-cap U.S. companies with above-average growth prospects. The fund targets firms that are believed to exhibit faster earnings growth compared to the broader market, concentrating its portfolio in sectors with significant innovation and market leadership—most notably technology, communication services, consumer cyclical, and healthcare. Major holdings include prominent names such as Microsoft, NVIDIA, Amazon, Eli Lilly, Meta Platforms, Alphabet, and Apple, with the top ten holdings making up a substantial portion of the fund’s assets. The fund typically maintains around 100 equity positions, and adheres to a strategy that emphasizes growth over income, as reflected in its low yield and relatively high turnover rate. Established in 2000, it serves investors seeking exposure to leading large-cap growth enterprises and is managed with a front-load share class structure, requiring a minimum initial investment. PACE Large Co Growth Equity Investments Class A plays an important role for investors aiming to participate in the potential gains of dominant, innovative U.S. corporations within a diversified fund format.
Fund Family UBS Asset Management
Category Large-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PLAAX
Share Class Class A
Index Russell 1000 Growth TR
PLAAX had a total return of 0.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.12%.
