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Morningstar

PACE Small/Medium Co Growth Equity Y PUMYX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 15.04  /  —
  • Total Assets 238.2 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 94%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:11 AM GMT+0

Morningstar’s Analysis PUMYX

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

  • People Pillar

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

PACE Small/ Medium Co Growth Equity Y's recent fee hike and decreased Process Pillar rating result in a downgrade to this strategy's Morningstar Medalist Rating to Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PUMYX

More PUMYX 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