PLAAX Mutual Fund

PLAAX Mutual Fund (PACE Large Company Growth Equity Investments Class A) is managed by UBS Asset Management (Americas) LLC with $37.7M in net assets. PLAAX expense ratio is 1.13%, holding 126 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-11-27.

PLAAX performance shows a YTD return of 3.44%. The 1-year return is 1.37% and the 5-year return is 6.15%. PLAAX dividend yield stands at 24.50%.

PLAAX top holdings include Nvidia Corp (10.7%), Alphabet Inc. C (6.8%), Apple, Inc (6.4%), Broadcom Inc (4.6%), Spdr S&p 500 ETF Trust (4.5%). Go to all PLAAX holdings, PLAAX sectors, or PLAAX dividends.

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