PACE Small/Medium Co Value Equity Investments

Scorecard
2 / 5 Stars
Lipper
2 2 2 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#86 in Small Blend

U.S. News evaluated 229 Small Blend 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 25.83 percent over the past year, 13.59 percent over the past three years, 19.44 percent over the past five years, and 7.39 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 25.8%
3 Years (Annualized) 13.6%
5 Years (Annualized) 19.4%
10 Years (Annualized) 7.4%

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Summary

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by small/medium capitalization companies. Small/medium capitalization companies means companies with a total market capitalization within the market capitalization range of the companies in the Russell 2500® Value Index at the time of purchase. The fund may invest up to 10% of total assets in non-US securities, which may trade either within or outside the US.

Fees

Fees are Above Average compared to funds in the same category.
PACE Small/Medium Co Value Equity Investments has an expense ratio of 1.28 percent.

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Risk

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

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