PEVAX Mutual Fund

PEVAX Mutual Fund (Pace Small/Medium Co Value Equity Investments Fund Class A) is managed by UBS Asset Management (Americas) LLC with $10.7M in net assets. PEVAX expense ratio is 1.28%, holding 182 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2000-11-27.

PEVAX performance shows a YTD return of 19.51%. The 1-year return is 20.34% and the 5-year return is 4.87%. PEVAX dividend yield stands at 0.23%, paid annually.

PEVAX top holdings include Jack Henry & Associates Inc (1.5%), Slm Corp (1.5%), Mohawk Industries Inc. (1.2%), Wesco International Inc (1.2%), First American Corporation (1.1%). Go to all PEVAX holdings, PEVAX sectors, or PEVAX dividends.

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