PVETX Mutual Fund

PVETX Mutual Fund (Pace Small/Medium Company Value Equity Investments Fund Class P2) is managed by UBS Asset Management (Americas) LLC with $613.46 in net assets. PVETX expense ratio is 0.63%, holding 182 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2021-09-15.

PVETX performance shows a YTD return of 5.97%. The 1-year return is -12.11%.

PVETX 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 PVETX holdings, PVETX sectors, or PVETX dividends.

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