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PACE Small/Medium Co Value Equity P PCSVX

Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 19.23  /  −0.26 %
  • Total Assets 271.9 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 36%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis PCSVX

Will PCSVX outperform in future?

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

PACE Small/ Medium Co Value Equity P'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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PCSVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology