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PACE Small/Medium Co Growth Equity A PQUAX

Quantitative rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 11.41  /  1.13 %
  • Total Assets 301.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

Morningstar’s Analysis PQUAX

Will PQUAX outperform in future?

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

Summary

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PACE Small/Medium Co Growth Equity A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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