MENU
+Compare
PCPAX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$21.64
Change
-$0.26 (-1.19%)
Net Assets
746.97M

PCPAX PACE Large Co Value Equity A Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and dividend income... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Philip Morris International (NYSE:PM), Pfizer (NYSE:PFE), Gilead Sciences (NASDAQ:GILD).

Industry description

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.

Market Cap

The average market capitalization across the PACE Large Co Value Equity A MF is 220.8B. The market cap for tickers in the group ranges from 12.36B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is GLPI at 12.36B.

Volume

The average weekly volume growth across all stocks in the PACE Large Co Value Equity A MF was 40%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 28
P/E Growth Rating: 68
Price Growth Rating: 49
SMR Rating: 46
Profit Risk Rating: 37
Seasonality Score: 21 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
C/O UBS ASSET MANAGEMENT (AMERICAS) INC.12TH FLOOR 1285 AVENUE OF THE AMERICASNew York
Phone
N/A
Web
www.ubs.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RWMHX61.84-0.64
-1.02%
American Funds Washington Mutual R5E
HEOTX16.84-0.23
-1.35%
Hartford Climate Opportunities R5
LMPRX93.67-1.38
-1.45%
ClearBridge Growth R
PMAPX21.25-0.33
-1.53%
Principal MidCap S&P 400 Index R6
MOORX16.38-0.30
-1.80%
MassMutual Small Cap Opps R4

PCPAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PCPAX has been closely correlated with VVIAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if PCPAX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PCPAX
1D Price
Change %
PCPAX100%
-1.19%
VVIAX - PCPAX
87%
Closely correlated
-0.81%
VIVAX - PCPAX
87%
Closely correlated
-0.81%
VIVIX - PCPAX
87%
Closely correlated
-0.81%
DOXGX - PCPAX
85%
Closely correlated
-1.04%
DODGX - PCPAX
81%
Closely correlated
-1.04%
More