Morningstar

PACE Large Co Value Equity Investments Class P PCLVX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 23.89  /  +0.38 %
  • Total Assets 763.9M
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 55%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PCLVX

Will PCLVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCLVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PACE Large Co Value Equity P holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PCLVX

More PCLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Elevance Health Inc

3.77 19M
Healthcare

Unilever PLC ADR

2.90 15M
Consumer Defensive

Merck & Co Inc

2.70 14M
Healthcare

Keurig Dr Pepper Inc

2.64 14M
Consumer Defensive

Gaming and Leisure Properties Inc

2.60 13M
Real Estate

Crown Castle Inc

2.56 13M
Real Estate

American International Group Inc

2.48 13M
Financial Services

Huntington Bancshares Inc

2.48 13M
Financial Services

NXP Semiconductors NV

2.44 13M
Technology

Dominion Energy Inc

2.42 12M
Utilities

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