PACE Mortgage-Backed Securities Fixed Income InvestmentsPFXAX

MUTUAL FUNDUBS Asset Management
Type
Mutual fund
Peer group
Taxable bond
Net assets
$165.2M
Expense ratio
1.97%
1-year return
+7.7%
3 years, a year
+4.6%
5 years, a year
+0.2%
Holdings
1,114

Top 10 holdings.

Holding% of fund
Umbs, Tba23.14%
Umbs, Tba12.03%
Umbs, Tba7.35%
Government National Mortgage Association5.25%
Government National Mortgage Association4.98%
Umbs, Tba4.70%
Umbs, Tba4.48%
Government National Mortgage Association3.82%
Government National Mortgage Association3.60%
Umbs, Tba3.12%

More on PFXAX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.