PCLVX Mutual Fund

PCLVX Mutual Fund (PACE Large Company Value Equity Investments Class P) is managed by UBS Asset Management (Americas) LLC with $672.5M in net assets. PCLVX expense ratio is 0.89%, holding 116 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1995-08-24.

PCLVX performance shows a YTD return of 15.20%. The 1-year return is 23.26% and the 5-year return is 10.26%. PCLVX dividend yield stands at 2.73%, paid annually.

PCLVX top holdings include Marsh & Mclennan Cos Inc Common Stock Usd 1 (3.4%), Microsoft Corp (3.3%), Elevance Health Inc (3.1%), Bank Of New York Mellon Corp (2.3%), Iqvia Holdings Inc (2.2%). 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.