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Morningstar

PACE Small/Medium Co Growth Equity A PQUAX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 11.80  /  +0.68 %
  • Total Assets 238.2 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 94%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PQUAX

Will PQUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PQUAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PQUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PQUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

PACE Small/ Medium Co Growth Equity A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PQUAX

More PQUAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globant SA

4.96 5.3 Mil
Technology

Medpace Holdings Inc

4.57 4.9 Mil
Healthcare

SPS Commerce Inc

4.13 4.4 Mil
Technology

Five Below Inc

3.98 4.3 Mil
Consumer Cyclical

Grand Canyon Education Inc

3.87 4.2 Mil
Consumer Defensive

RB Global Inc

3.78 4.1 Mil
Industrials

Workiva Inc Class A

2.98 3.2 Mil
Technology

Ensign Group Inc

2.94 3.2 Mil
Healthcare

Floor & Decor Holdings Inc Class A

2.89 3.1 Mil
Consumer Cyclical

Freshpet Inc

2.85 3.1 Mil
Consumer Defensive