| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
4
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#275 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.99 percent over the past year, 11.08 percent over the past three years, 4.80 percent over the past five years, and 7.03 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.8% |
| 1 Year | 10.0% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 4.8% |
| 10 Years (Annualized) | 7.0% |
Summary
The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. It normally invests at least 80% of net assets in equity securities issued by large capitalization companies that have total market capitalizations of $3 billion or greater at the time of purchase. The fund may invest up to 20% of total assets in non-US securities, which may trade either within or outside the US. It may use forward currency contracts, options, futures, swaps and other derivatives.
Fees
Fees are Average compared to funds in the same category.
PACE Large Co Growth Equity Investments has an expense ratio of 1.23 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
