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Morningstar

PACE International Equity Y PWIYX

Morningstar Medalist Rating
Medalist Rating as of | See UBS Investment Hub
  • NAV / 1-Day Return 17.55  /  −0.79 %
  • Total Assets 719.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 3.52%
  • Turnover 40%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

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.

PACE International Equity Y'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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PWIYX

More PWIYX 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

Kering SA

2.21 8.6 Mil
Consumer Cyclical

Enel SpA

2.12 8.2 Mil
Utilities

Sony Group Corp

2.11 8.2 Mil
Technology

Banco Santander SA

2.08 8.1 Mil
Financial Services

Imperial Brands PLC

2.04 7.9 Mil
Consumer Defensive

Allianz SE

2.01 7.8 Mil
Financial Services

ASML Holding NV ADR

2.00 7.7 Mil
Technology

Fujitsu Ltd

1.98 7.7 Mil
Technology

Constellation Software Inc

1.97 7.6 Mil
Technology

GSK PLC

1.96 7.6 Mil
Healthcare