PACE Small/Medium Co Value Equity Investments

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

U.S. News evaluated 227 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 25.12 percent over the past year, 12.32 percent over the past three years, 26.54 percent over the past five years, and 7.53 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.6%
1 Year 25.1%
3 Years (Annualized) 12.3%
5 Years (Annualized) 26.5%
10 Years (Annualized) 7.5%

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Summary

The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. It invests at least 80% of net assets in equity securities issued by small/medium capitalization companies with a total market capitalization of less than $6.0 billion. The fund may invest up to 10% of total assets in non-US securities, which may trade either within or outside the US. It may invest, to a limited extent, in stocks of companies with larger total market capitalizations and other securities, including securities convertible into stocks.

Fees

Fees are Above Average compared to funds in the same category.
PACE Small/Medium Co Value Equity Investments has an expense ratio of 1.19 percent.

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Risk

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

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