PACE Mortgage-Backed Securities Fixed Income InvestmentsPFXYX

MUTUAL FUNDUBS Asset Management
Type
Mutual fund
Peer group
Taxable bond
Net assets
$165.2M
Expense ratio
—
1-year return
+11.4%
3 years, a year
-2.8%
5 years, a year
-0.6%
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 PFXYX.

Returns after fees, from the fund's SEC filings up to Oct 2024. Past returns are not a promise. Not financial advice.