Morningstar

PACE Small/Medium Co Growth Equity Investments Class P PCSGX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 16.96  /  +0.71 %
  • Total Assets 269.7M
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 76%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PCSGX

Will PCSGX outperform in the 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 PCSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PACE Small/Medium Co Growth Equity P holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PCSGX

More PCSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Five Below Inc

4.68 3M
Consumer Cyclical

Grand Canyon Education Inc

4.31 3M
Consumer Defensive

Glaukos Corp

4.21 3M
Healthcare

Privia Health Group Inc

3.90 2M
Healthcare

Ensign Group Inc

3.87 2M
Healthcare

RB Global Inc

3.66 2M
Industrials

Medpace Holdings Inc

3.57 2M
Healthcare

Kinsale Capital Group Inc

3.33 2M
Financial Services

Kadant Inc

3.21 2M
Industrials

Freshpet Inc

2.89 2M
Consumer Defensive

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