Pace Large Company Growth Equity Investments Fd Cl A: (MF: PLAAX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$16.92 USD
+0.04 (0.24%)
Fund Description
The fund was incepted in August 1995 and is managed by UBS Global Asset Management (US) Inc. The fund seeks capital appreciation. The fund invests at least 80% of its net assets in equity securities issued by large capitalization companies. The fund may invest up to 10% of its total assets in US dollar denominated foreign securities. The fund pays dividends and capital gains annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
PACE Large Company Gr Equity A | PLAAX | 5.50 | NA | 0.00 | 0.25 | 0.69 | 1.13 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
UBS PACE Large Company Gr Equity P | PCLCX | 19.68 | 8/24/1995 | 0.00 | 38.95 | 8.88 | 16.56 |
UBS PACE Large Company Gr Equity A | PLAAX | 16.92 | 11/27/2000 | 0.00 | 38.56 | 8.61 | 16.26 |
UBS PACE Large Company Gr Equity Y | PLAYX | 20.20 | 2/15/2001 | 0.00 | 38.92 | 8.89 | 16.56 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
PACE Large Company Gr Equity A | PLAAX | 1000 | 100 | 250 | A |
Contact Information
Family | UBS Global |
Address | 1 North Wacker Drive Chicago, IL 60606 |
Phone | 888 793-8637 |