Morningstar

PACE International Equity Investments Class P2 PWITX

Morningstar Medalist Rating
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Medalist Rating as of See UBS Investment Hub
  • NAV / 1-Day Return $21.57  /  +0.28 %
  • Fund Size $709.9M
  • Adjusted Expense Ratio 0.420%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.55%
  • Turnover Ratio 52%
NAV and 1-Day Return as of

Morningstar’s Analysis PWITX

Will PWITX outperform in the 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 PWITX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PACE International Equity Invmt P2 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PWITX

More PWITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNP Paribas Act. Cat.A

2.25 9M
Financial Services

AIA Group Ltd

2.22 9M
Financial Services

Banco Santander SA

2.18 9M
Financial Services

United Overseas Bank Ltd

2.16 9M
Financial Services

Allianz SE

2.14 9M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.08 8M
Technology

Nestle SA

2.00 8M
Consumer Defensive

CK Hutchison Holdings Ltd

1.99 8M
Industrials

Sony Group Corp

1.96 8M
Technology

Sanofi SA

1.94 8M
Healthcare

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