Skip to Content
Morningstar

PACE International Em Mkts Eq A PWEAX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 12.25  /  0.82 %
  • Total Assets 366.6 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.460%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.25%
  • Turnover 81%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:21 PM GMT+0

Morningstar’s Analysis PWEAX

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

People Pillar

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

Strength in PACE International Em Mkts Eq A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PWEAX

More PWEAX Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

4.99
13,769,019
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.51
12,461,767
Technology

Samsung Electronics Co Ltd

4.29
11,849,928
Technology

Alibaba Group Holding Ltd Ordinary Shares

3.35
9,255,105
Consumer Cyclical

HDFC Bank Ltd

2.51
6,921,916
Financial Services

PT Bank Central Asia Tbk

2.47
6,815,673
Financial Services

Kweichow Moutai Co Ltd Class A

2.39
6,604,759
Consumer Defensive

Wal - Mart de Mexico SAB de CV

2.20
6,086,772
Consumer Defensive

Gree Electric Appliances Inc of Zhuhai Class A

1.95
5,380,057
Consumer Cyclical

Reliance Industries Ltd

1.90
5,235,728
Energy