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Mutual Fund Insights: UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

In-depth Analysis of UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

Mutual fund chart: UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

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See UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) performance details as of February 28, 2010

  

    Last Trade: $15.18 on 3/19/2010, Change: -0.15 (-0.98%)
Experiment our closing price forecasting tool for UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) (alpha release)

  

Fund Manager - Kevin P. Whelan

Fund Manager Tenure: 4.4 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Kevin P. Whelan has been the Vice President of Opus since 1998. Kevin P. Whelan serves as an assistant portfolio manager.  Get more insights on Kevin P. Whelan

  

What we like about UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) What we like about UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

Data for UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) as of February 28, 2010

  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) management has been with UBS PACE Small/Medium Company Val Eq P Fund for 4.4 years
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) has good short-term performance (1-year return 78.64% vs 67.42 % Small Blend category average)
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) has a lower management fee than its Small Blend average: 1.16% vs 1.53%
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) What we are cautious about UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

Data for UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) as of February 28, 2010

  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) has a less-than-ideal mid-term performance (3-year return -5.67% vs -6.15 % Small Blend category average)
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) has a less-than-ideal Long-term performance (5-year return -0.11% vs 0.83 % Small Blend category average)
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) ratio of up-years vs down years can be improved
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) has a Morningstar rating of 3 and below
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) has an annual stock turnover rate of 111.00% that is higher than the Small Blend average of 97.63%. This could mean UBS PACE Small/Medium Company Val Eq P is more nimble, but also signal potential high tax impact and high trading fees
  • UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.9 that is higher than category average of 25.44
See UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) performance details as of February 28, 2010

  

  

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UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) Net Asset

Track net asset change of UBS PACE Small/Medium Company Val Eq P fund (PCSVX)

DateNet Asset
02/2010$383.97M
01/2010$339.69M
11/2009$327.05M
More historic net asset information on UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

  

UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) Portfolio Allocation

Track portfolio allocation change of UBS PACE Small/Medium Company Val Eq P fund (PCSVX)

DateCashStockBondOther
09/20093.5%96.07%0%0.44%
06/20091.7%97.87%0%0.43%
03/20092.92%96.77%0%0.31%
Click here to see more historic asset allocation information on UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

  

Most Recent Top 10 Holdings in UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

Discover what UBS PACE Small/Medium Company Val Eq P Fund (PCSVX) manager is buying

30-Sep-09
Entegris, Inc. [1.42%]
RPM INTL INC [1.29%]
RAYMOND JAMES FIN CP [1.28%]
COMSTOCK RES [1.27%]
VERIFONE HLDGS INC [1.24%]
TIDEWATER INC [1.2%]
ON Semiconductor Corporation [1.14%]
BALL CP [1.11%]
Amedisys Inc [1.09%]
SYNOVUS FINL CP [1.07%]

30-Jun-09
REPUBLIC SVCS INC [1.41%]
Entegris, Inc. [1.33%]
TIDEWATER INC [1.31%]
BALL CP [1.26%]
ON Semiconductor Corporation [1.25%]
SOLERA HOLDINGS INC [1.24%]
RPM INTL INC [1.17%]
VERIFONE HLDGS INC [1.15%]
INGRAM MICRO A [1.13%]
Coinstar, Inc. [1.12%]

31-Mar-09
Bio-Rad Laboratories, Inc. [1.81%]
Janus Capital Group Inc [1.4%]
Hospira Inc [1.33%]
Jones Lang LaSalle Inc [1.33%]
Brady Corp. [1.33%]
HCC Insurance Holdings, Inc. [1.32%]
Verifone Holdings Inc [1.31%]
Hewitt Associates Inc [1.26%]
The Gymboree Corporation [1.25%]
CB Richard Ellis Group Inc [1.22%]
Click here for Stock Holding Change Map in UBS PACE Small/Medium Company Val Eq P Fund (PCSVX)

  

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