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 $11.7M in net assets. PEVAX expense ratio is 1.28%, holding 182 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-11-27.

PEVAX performance shows a YTD return of 19.02%. The 1-year return is 26.69% and the 5-year return is 5.06%. PEVAX dividend yield stands at 0.23%, paid annually.

PEVAX top holdings include Axcelis Technologies Inc (1.6%), Arrow Electronics Inc. (1.3%), Avnet Inc (0.9%), Avery Dennison Corp. (0.9%), Flex Ltd (0.7%). 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.