PASPX Mutual Fund

PASPX Mutual Fund

NAV$10.51
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Fund Essentials - as of Jan 31, 2026

Net Assets
$241M
Expense Ratio
2.34%
Dividend Yield (Current)
9.91%
Holdings
1,152
Inception Date
Apr 10, 2006
Fund Family
UBS Asset Management (Americas) LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.36%
1 Year+4.96%
3 Year+6.90%
5 Year+4.55%
10 Year+3.92%

Asset Allocation

Bonds: 47.00%
Cash: 41.84%
Other: 20.35%
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Top Holdings

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TickerNameWeight
TRVXXState Street Treasury Money Market Portfolio41.84%
-Mph Acquisition Holdings Llc 12/31/203018.00%
SUBFXCarillon Reams Unconstrained Bond Fund5.16%
-North St Paul-Maplewood-Oakdale Independent School District No 622 3 02/01/20463.05%
QSPIXAqr Style Premia Alternative Fund1.95%
Top 10 Concentration: 77.68%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
9.91%
Frequency
Annually
Latest Distribution
$0.69
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PASPX Mutual Fund Overview

PASPX Mutual Fund (Pace Alternative Strategies Investments Class P) is managed by UBS Asset Management (Americas) LLC with $240.6M in net assets. PASPX expense ratio is 2.34%, holding 1152 positions across sectors including Communication Services, Utilities, Consumer Staples. Inception date: 2006-04-10.

PASPX performance shows a YTD return of 2.36%. The 1-year return is 4.96% and the 5-year return is 4.55%. PASPX dividend yield stands at 9.91%, paid annually.

PASPX top holdings include State Street Treasury Money Market Portfolio (41.8%), Mph Acquisition Holdings Llc 12/31/2030 (18.0%), Carillon Reams Unconstrained Bond Fund (5.2%), North St Paul-Maplewood-Oakdale Independent School District No 622 3 02/01/2046 (3.0%), Aqr Style Premia Alternative Fund (1.9%). Go to all PASPX holdings, PASPX sectors, or PASPX dividends.

PASPX can be compared against other funds. Use PASPX overlap to find shared positions, or PASPX vs another fund for a side-by-side view. PASPX alternatives are available via the screener, along with tax-loss harvesting opportunities.