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Morningstar

PACE Small/Medium Co Gr Eq P2 PUMTX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 12.63  /  0.00
  • Total Assets 238.2 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 94%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PUMTX

Will PUMTX 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 PUMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PUMTX 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 PUMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

PACE Small/ Medium Co Gr Eq P2's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PUMTX

More PUMTX 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