Back to top
Pace Large Company Growth Equity Investments Class P: (MF: PCLCX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:09 PM ET
$15.77 USD
+0.32 (2.07%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.78 | 68 |
| 3 months | -1.69 | 83 |
| 6 months | 5.01 | 72 |
| 1 Year | 9.78 | 68 |
| 3 Year | 23.82 | 23 |
| 5 Year | 10.54 | 51 |
| 10 Year | 14.45 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 96.59 |
| Bear Market (10/07 - 2/09) | -48.88 |
| Bull Market (2/09 - 3/21) | 1,122.29 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 9.78 |
| 5 Year | 10.54 |
| 10 Year | 14.45 |
| Since Inception | 9.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.74 | 12.10 | 6.82 | -1.69 |
| 2024 | 14.54 | 4.49 | 2.28 | 4.51 |
| 2023 | 9.74 | 12.09 | -3.21 | 13.50 |
| 2022 | -9.79 | -19.06 | -4.16 | 3.22 |
| 2021 | 0.70 | 10.43 | 0.20 | 8.02 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.78 | 27.94 | 35.16 | -27.77 | 20.37 | 39.45 | 32.01 | -3.23 | 29.85 | 1.01 |
| % Total Return Rel to Index | -8.43 | 2.91 | 8.91 | -9.56 | -8.30 | 21.05 | 0.52 | 1.15 | 8.05 | -10.92 |
| % Total Return Rel to Peer | -2.93 | 8.54 | 12.16 | -8.07 | -1.68 | 19.53 | 3.59 | 3.62 | 9.17 | -6.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.04 | 0.01 | 0.02 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 | 0.15 | 0.03 | 0.09 | 0.35 |
| Capital Gains ($) | 3.39 | 2.16 | 0.33 | 7.13 | 6.01 | 4.97 | 3.75 | 4.47 | 2.61 | 0.72 |
| Expense Ratio | 0.88 | 0.88 | 0.88 | 0.88 | 0.88 | 0.88 | 0.88 | 0.89 | 0.92 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%