PCPAX : PACE Large Co Value Equity Investments Class A

PCPAX is a US Stocks Market Large Value with HIGH fees.

PCPAX

PACE Large Co Value Equity Investments Class A

FI Score

37 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

37% FI Score
  • pcpax
  • Mutual Fund
  • US Stocks
  • Large Value

PACE Large Co Value Equity Investments Class A

Expenses: 1.44% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation and dividend income. The fund invests primarily in stocks of U.S. companies that are believed to be undervalued. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by large capitalization companies. The fund may invest up to 20% of its total assets in non-U.S. securities, which may trade either within or outside the U.S.

Largest Holdings

Amount Holding
2.27% Wells Fargo & Co
2.23% Bank of America Corp
2.17% Comcast Corp Class A
2.07% Verizon Communications Inc
2.05% Citigroup Inc
1.78% JPMorgan Chase & Co
1.75% Truist Financial Corp
1.65% American International Group Inc
1.63% Pfizer Inc
1.58% Berkshire Hathaway Inc B
1.46% Marathon Petroleum Corp
1.43% Kinder Morgan Inc Class P
1.40% Axis Capital Holdings Ltd
1.39% Bristol-Myers Squibb Company
1.38% The Interpublic Group of Companies Inc
1.37% Amgen Inc
1.33% U.S. Bancorp
1.33% United Parcel Service Inc Class B
1.27% General Electric Co
1.25% Valero Energy Corp
1.22% Kimberly-Clark Corp
1.22% Target Corp
1.19% Dominion Energy Inc
1.19% Corning Inc
1.18% Capital One Financial Corp

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