PCLVX Mutual Fund

PCLVX Mutual Fund (PACE Large Company Value Equity Investments Class P) is managed by UBS Asset Management (Americas) LLC with $720.6M in net assets. PCLVX expense ratio is 0.89%, holding 116 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1995-08-24.

PCLVX performance shows a YTD return of 12.47%. The 1-year return is 24.75% and the 5-year return is 12.30%. PCLVX dividend yield stands at 2.79%, paid annually.

PCLVX top holdings include Elevance Health Inc (4.4%), Marsh & Mclennan Cos Inc Common Stock Usd 1 (3.1%), Citigroup Inc. (2.5%), Alphabet Inc Common Stock USD 0.001 (2.4%), Samsung Electronics (Equity) (2.1%). Go to all PCLVX holdings, PCLVX sectors, or PCLVX dividends.

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