Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PFXYX Insights | PFXYX Score | PFXYX Performance | PFXYX Manager | PFXYX News | PFXYX Allocation | PFXYX Holdings Change

Mutual Fund Insights: UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

In-depth Analysis of UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

Mutual fund chart: UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

3 months
6 months
1 year
3 year
5 year

See UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) performance details as of January 31, 2010

  

    Last Trade: $13.36 on 3/19/2010, Change: -0.01 (-0.07%)

  

Fund Manager - W. Scott Simon

Fund Manager Tenure: 6.3 years   [Similar Funds: PFXAX  PFXBX  PFXCX ]
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Simon serves as managing director and portfolio manager with Pacific Investment Management Company, his employer since 2000. Prior to joining the firm, he was a senior managing director and co-head of mortgage-backed security pass-through trading at Bear Stearns & Company.  Get more insights on W. Scott Simon

  

What we like about UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) What we like about UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

Data for UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) as of January 31, 2010

  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) management has been with UBS PACE Government Secs Fxd-Inc Y Fund for 6.3 years
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) has good short-term performance (1-year return 11.11% vs 6.76% Intermediate Government category average)
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) has good mid-term performance (3-year return 7.15% vs 5.79% Intermediate Government category average)
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) has good Long-term performance (5-year return 5.62% vs 4.42% Intermediate Government category average)
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) ratio of up-years vs down years is greater than 2
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) has a Morningstar rating of 4 and above
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.27, lower than category average of 4.17
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) has a lower management fee than its Intermediate Government average: 0.77% vs 1.01%
  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) 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 Government Secs Fxd-Inc Y Fund (PFXYX) What we are cautious about UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

Data for UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) as of January 31, 2010

  • UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) has an annual stock turnover rate of 877.00% that is higher than the Intermediate Government average of 344.22%. This could mean UBS PACE Government Secs Fxd-Inc Y is more nimble, but also signal potential high tax impact and high trading fees
See UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Intermediate Government category?

Below are some additional Intermediate Government mutual funds generated out of our database

  

UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) Net Asset

Track net asset change of UBS PACE Government Secs Fxd-Inc Y fund (PFXYX)

DateNet Asset
01/2010$42.93M
11/2009$42.00M
10/2009$40.91M
More historic net asset information on UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

  

UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) Portfolio Allocation

Track portfolio allocation change of UBS PACE Government Secs Fxd-Inc Y fund (PFXYX)

DateCashStockBondOther
09/20090.69%0%98.42%0.89%
06/20090.03%0%97.24%2.73%
03/200912.4%0%84.07%3.53%
Click here to see more historic asset allocation information on UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

  

Most Recent Top 10 Holdings in UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

Discover what UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX) manager is buying

30-Sep-09
FNMA [24.55%]
FNMA [22.88%]
FNMA [11.32%]
FNMA [10.38%]
FNMA [9.42%]
FNMA [9.13%]
FNMA [8.88%]
FHLMC [7.73%]
GNMA [7.32%]
FNMA [7.1%]

30-Jun-09
FNMA [12.98%]
FNMA [11.69%]
FNMA 5% [10.5%]
Fhlmc Gold Tba 30 Yr Tba [7.79%]
FNMA [6.88%]
FHLMC [6.34%]
FHLMC [4.88%]
FHLMC [4.08%]
FHLMC [4.04%]
FNMA [3.48%]

31-Mar-09
FNMA 5% [8.12%]
FHLMC [7.78%]
FNMA [5.64%]
FNMA [4.86%]
FNMA [4.8%]
FHLMC [4.56%]
FNMA [4.05%]
FNMA [2.28%]
FNMA [2.24%]
FHLMC [2.2%]
Click here for Stock Holding Change Map in UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

  

Related books and products to UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

  

Latest News on UBS PACE Government Secs Fxd-Inc Y (PFXYX)

See what is happening with UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)

 

Books and Resources

 

 

See more information on UBS PACE Government Secs Fxd-Inc Y Fund (PFXYX)