2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 225 Small Blend 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 22.49 percent over the past year, 12.17 percent over the past three years, 22.04 percent over the past five years, and 7.25 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||7.3%|
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 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.
Risk is Above Average compared to funds in the same category according to Morningstar.