PACE Small/Medium Co Gr Eq P2 (PUMTX)
| Fund Assets | 260.04M |
| Expense Ratio | 0.73% |
| Min. Investment | $0.00 |
| Turnover | 41.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.63 |
| YTD Return | n/a |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 12.63 |
| 52-Week High | 12.63 |
| Beta (5Y) | n/a |
| Holdings | 315 |
| Inception Date | Sep 15, 2021 |
About PUMTX
PACE Small/Medium Co Growth Equity Investments P2 is a mutual fund focused on capital appreciation by investing primarily in the equities of small- and medium-sized companies with high growth potential. The fund seeks to capture opportunities among “emerging growth” firms that are believed to offer above-average earnings growth relative to the broader market. By employing a multi-manager approach, the fund benefits from the expertise of several top-tier sub-advisors, each contributing distinct strategies within the small and mid-cap growth space. This diversification is designed to reduce risk and enhance returns through broad sector and industry exposure within the growth equity segment. The fund plays a significant role for investors seeking portfolio diversification away from large-cap stocks, offering exposure to dynamic companies that can drive substantial market innovation and expansion. PACE Small/Medium Co Growth Equity Investments P2 does not pay dividends, instead reinvesting gains to maximize growth. Its performance and risk metrics are regularly reviewed, with ongoing rebalancing and asset allocation oversight, making it a distinctive offering for growth-oriented portfolios.
Top 10 Holdings
14.93% of assets| Name | Symbol | Weight |
|---|---|---|
| SPS Commerce, Inc. | SPSC | 1.82% |
| Five Below, Inc. | FIVE | 1.76% |
| Globant S.A. | GLOB | 1.57% |
| Paylocity Holding Corporation | PCTY | 1.56% |
| Medpace Holdings, Inc. | MEDP | 1.52% |
| RB Global, Inc. | RBA | 1.46% |
| Workiva Inc. | WK | 1.39% |
| State Street U.S. Government Money Market Portfolio | GVMXX | 1.36% |
| Floor & Decor Holdings, Inc. | FND | 1.27% |
| Grand Canyon Education, Inc. | LOPE | 1.24% |