PACE Small/Medium Co Value Equity P holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
PACE Small/Medium Co Value Equity Investments Class P PCSVX
- NAV / 1-Day Return 20.24 / +0.90 %
- Total Assets 274.0M
-
Adj. Expense Ratio
1.040%
- Expense Ratio 1.040%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.44%
- Turnover 42%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:50 AM GMT+0
Morningstar’s Analysis PCSVX
Will PCSVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PCSVX 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 PCSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
WESCO International Inc | 2.04 | 4M | Industrials |
Patterson-UTI Energy Inc | 1.94 | 4M | Energy |
Ssc Government Mm Gvmxx | 1.67 | 4M | Cash and Equivalents |
Mohawk Industries Inc | 1.53 | 3M | Consumer Cyclical |
Arrow Electronics Inc | 1.45 | 3M | Technology |
First American Financial Corp | 1.19 | 3M | Financial Services |
Onto Innovation Inc | 1.18 | 2M | Technology |
Korn Ferry | 1.11 | 2M | Industrials |
Capri Holdings Ltd | 1.10 | 2M | Consumer Cyclical |
Alcoa Corp | 1.08 | 2M | Basic Materials |
United States