PUMTX Mutual Fund

PUMTX Mutual Fund

NAV$12.63
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Fund Essentials

Net Assets
$505.35
Expense Ratio
0.69%
Dividend Yield (Current)
-
Holdings
368
Inception Date
Sep 15, 2021
Fund Family
UBS Asset Management (Americas) LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+7.60%
1 Year+0.65%

Asset Allocation

Stocks: 97.06%
Cash: 2.94%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PUMTX Mutual Fund Overview

PUMTX Mutual Fund (Pace Small/Med Company Growth Equity Investments Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $505.35 in net assets. PUMTX expense ratio is 0.69%, holding 368 positions across various sectors. Inception date: 2021-09-15.

PUMTX performance shows a YTD return of 7.60%. The 1-year return is 0.65%.

PUMTX top holdings include a diversified portfolio. Go to all PUMTX holdings, PUMTX sectors, or PUMTX dividends.

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