Morningstar

PACE Small/Medium Co Growth Equity Investments Class A PQUAX

Morningstar Medalist Rating
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Medalist Rating as of See UBS Investment Hub
  • NAV / 1-Day Return $13.54  /  +0.15 %
  • Fund Size $249.4M
  • Adjusted Expense Ratio 1.280%
  • Net Expense Ratio 1.280%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 104%
NAV and 1-Day Return as of

Morningstar’s Analysis PQUAX

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

  • People Pillar

    The People Pillar is our evaluation of the PQUAX 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 PQUAX’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 A 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
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Portfolio Holdings PQUAX

More PQUAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medpace Holdings Inc

4.51 3M
Healthcare

Five Below Inc

3.81 2M
Consumer Cyclical

RB Global Inc

3.52 2M
Industrials

Privia Health Group Inc

3.40 2M
Healthcare

Grand Canyon Education Inc

3.39 2M
Consumer Defensive

Ensign Group Inc

3.38 2M
Healthcare

Kinsale Capital Group Inc

3.36 2M
Financial Services

Glaukos Corp

3.34 2M
Healthcare

Kadant Inc

3.08 2M
Industrials

Paylocity Holding Corp

2.95 2M
Technology

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