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PLVYX PACE Large Co Value Equity Y Forecast, Technical & Fundamental Analysis

Category LargeValue
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 Y MF is 212.42B. 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 Y MF was 87%. For the same stocks of the MF, the average monthly volume growth was 236% and the average quarterly volume growth was 204%

Fundamental Analysis Ratings

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

Valuation Rating: 37
P/E Growth Rating: 42
Price Growth Rating: 44
SMR Rating: 56
Profit Risk Rating: 32
Seasonality Score: 46 (-100 ... +100)
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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
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PLVYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLVYX has been closely correlated with VIVAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLVYX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLVYX
1D Price
Change %
PLVYX100%
-0.56%
VIVAX - PLVYX
90%
Closely correlated
-0.38%
VVIAX - PLVYX
90%
Closely correlated
-0.39%
VIVIX - PLVYX
90%
Closely correlated
-0.38%
DOXGX - PLVYX
89%
Closely correlated
-0.70%
RMEBX - PLVYX
86%
Closely correlated
-0.88%
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