3 / 5 Stars
4 4 4 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.32 percent over the past year, 12.91 percent over the past three years, 22.95 percent over the past five years, and 7.29 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||7.3%|
The investment seeks capital appreciation and dividend income. The fund invests primarily in stocks of US companies that are believed to be undervalued. 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 is also permitted to engage in "short-selling." It may invest up to 20% of total assets in non-US securities, which may trade either within or outside the US.
Fees are Low compared to funds in the same category.
PACE Large Co Value Equity Investments has an expense ratio of 0.91 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.