PQUAX Mutual Fund

PQUAX Mutual Fund (Pace Small/Med Company Growth Equity Investments Fund Class A) is managed by UBS Asset Management (Americas) LLC with $15.1M in net assets. PQUAX expense ratio is 1.28%, holding 368 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2000-11-27.

PQUAX performance shows a YTD return of 12.18%. The 1-year return is 20.14% and the 5-year return is 1.28%. PQUAX dividend yield stands at 1.63%, paid annually.

PQUAX top holdings include Five Below (1.7%), Argan Inc Common Stock USD 0.15 (1.4%), Lumentum Holdings Inc (1.4%), Rush Street Interactive Inc. (1.3%), Digitalocean Holdings Inc (1.2%). Go to all PQUAX holdings, PQUAX sectors, or PQUAX dividends.

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