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PACE Mort-Backed Secs Fxd Inc Invests A PFXAX

Quantitative rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 10.83  /  0.73 %
  • Total Assets 223.5 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.49%
  • Effective Duration

Morningstar’s Analysis PFXAX

Will PFXAX outperform in future?

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

Summary

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PACE Mort-Backed Secs Fxd Inc Invests A's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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