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Morningstar

PACE Strategic Fixed Income Y PSFYX

Morningstar Analyst Rating
Quantitative rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 11.91  /  0.50 %
  • Total Assets 500.7 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 3.51%
  • Effective Duration —

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis PSFYX

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

People Pillar

The People Pillar is our evaluation of the PSFYX 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 PSFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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PACE Strategic Fixed Income Y's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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