PACE Large Co Growth Equity Investments

Scorecard
2 / 5 Stars
Lipper
3 3 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

#170 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.28 percent over the past year, 13.68 percent over the past three years, 22.14 percent over the past five years, and 7.10 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 29.3%
3 Years (Annualized) 13.7%
5 Years (Annualized) 22.1%
10 Years (Annualized) 7.1%

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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.

Fees

Fees are Average compared to funds in the same category.
PACE Large Co Growth Equity Investments has an expense ratio of 1.21 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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