PLAAX Mutual Fund

PLAAX Mutual Fund (PACE Large Company Growth Equity Investments Class A) is managed by UBS Asset Management (Americas) LLC with $34.3M in net assets. PLAAX expense ratio is 1.13%, holding 104 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-11-27.

PLAAX performance shows a YTD return of -1.27%. The 1-year return is -5.00% and the 5-year return is 6.14%. PLAAX dividend yield stands at 25.67%, paid annually.

PLAAX top holdings include NVIDIA Corp (10.7%), Alphabet Inc Class 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.