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Morningstar

PACE International Equity A PWGAX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 18.48  /  +0.76 %
  • Total Assets 711.3 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.750%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.24%
  • Turnover 40%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PWGAX

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

  • People Pillar

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

PACE International Equity A's Average Process Pillar and People Pillar ratings result in 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PWGAX

More PWGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Banco Santander SA

2.24 8.7 Mil
Financial Services

Lloyds Banking Group PLC

2.20 8.5 Mil
Financial Services

Koninklijke Philips NV

2.11 8.2 Mil
Healthcare

Fujitsu Ltd

2.10 8.1 Mil
Technology

Allianz SE

2.06 8.0 Mil
Financial Services

United Overseas Bank Ltd

2.01 7.8 Mil
Financial Services

Novo Nordisk A/S ADR

2.00 7.7 Mil
Healthcare

Enel SpA

1.98 7.7 Mil
Utilities

SSE PLC

1.92 7.4 Mil
Utilities

Imperial Brands PLC

1.87 7.2 Mil
Consumer Defensive