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Morningstar

PACE International Equity Y PWIYX

Morningstar Analyst Rating
Quantitative rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 16.02  /  0.99 %
  • Total Assets 775.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.440%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.15%
  • Turnover 36%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PWIYX

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

People Pillar

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

Summary

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PACE International Equity Y's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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