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Morningstar

PACE Small/Medium Co Growth Equity A PQUAX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:11 AM GMT+00:00

Morningstar’s Analysis PQUAX

Will PQUAX outperform in 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.

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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