PLATX — PACE Large Co Growth Equity Investments
Data updated: 2026-06-26
PLATX — PACE Large Co Growth Equity Investments data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Growth Equity · $689.39M AUM · 0.37% expense ratio. From SEC regulatory filings.
PLATX Fund Overview
PLATX — PACE Large Co Growth Equity Investments is a US mutual fund managed by Pace Select Advisors Trust, categorised as United States Large Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Pace Select Advisors Trust
- Category: United States Large Cap Growth Equity
- Assets under management: $689.39M
- Ticker: PLATX
- SEC CIK: 0000930007
- SEC series ID: S000002972
- Share class ID: C000228108
PLATX Holdings
Top 10 holdings of PACE Large Co Growth Equity Investments by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 10.01% |
| Alphabet Inc | 6.80% |
| Apple Inc | 5.76% |
| Microsoft Corp | 5.31% |
| Broadcom Inc | 4.57% |
| Amazon.com Inc | 3.55% |
| State Street Global Advisors | 2.92% |
| Eli Lilly & Co | 2.68% |
| Meta Platforms Inc | 2.62% |
| Mastercard Inc | 2.28% |
PLATX Portfolio Allocation
Asset-class allocation of PACE Large Co Growth Equity Investments by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 97.2% |
| Cash & Equivalents | 3.5% |
PLATX Performance
Total returns for PLATX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.6% |
| 1 year | 15.3% |
| 3 years (annualised) | 18.9% |
| 5 years (annualised) | 8.4% |
PLATX Risk Information
Risk metrics for PLATX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 15.1%
PLATX Costs and Fees
PLATX costs about $37 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.37%
- Gross expense ratio: 0.91%
- Portfolio turnover: 69%
- Brokerage commissions: 1.42 bps of average net assets (SEC N-CEN)
PLATX Cashflows
Over the 12 months to 2026-04, PACE Large Co Growth Equity Investments had net inflows of $6.26M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$7.77M |
| 2026-03 | −$11.76M |
| 2026-02 | −$5.62M |
| 2026-01 | −$9.43M |
| 2025-12 | $110.04M |
| 2025-11 | −$8.32M |
PLATX Debt Constituents
No individual debt constituents are reported in PACE Large Co Growth Equity Investments's latest SEC N-PORT filing.
PLATX Prospectus and SEC Filings
Official PACE Large Co Growth Equity Investments filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.