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PACE Small/Medium Co Growth Equity Y PUMYX

Quantitative rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 13.81  /  1.29 %
  • Total Assets 301.2 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

Morningstar’s Analysis PUMYX

Will PUMYX 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 Y’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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